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Fund Ratings Highlights for July

July brings five upgrades, eight downgrades, and six new ratings.

Alaina Bompiedi Aug 13, 2018

In July, Morningstar manager research analysts affirmed the Morningstar Analyst Ratings of 129 funds, upgraded the ratings of five funds, downgraded the ratings of eight funds, placed three funds' ratings under review, and assigned new ratings to six funds. Below are some of July's highlights, followed by the full list of ratings changes.

Upgrades

A dynamic process and experienced team have contributed to confidence in

Downgrades

New Ratings

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About the Author

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Alaina Bompiedi

Analyst

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Alaina Bompiedi is a manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She assists with fixed-income coverage and contributed to Morningstar’s monthly closed-end fund newsletter until it ceased publication in May 2017.

Before assuming her current role in 2016, Bompiedi was a client services representative for the Morningstar Office and Morningstar Direct platforms.

Bompiedi holds a bachelor’s degree in philosophy from the University of Chicago.

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