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Ratings Highlights for October

Overall, 168 strategies were rated, eight of which were new to coverage.

Zachary Patzik Nov 12, 2018

In October, Morningstar manager research analysts affirmed the Morningstar Analyst Ratings of 140 strategies. Additionally, six ratings were upgraded, while 13 ratings were downgraded. Only one fund was placed under review. A select group of ratings is showcased below, followed by the full list of ratings changes for the month.

Upgrades

The rating for

Downgrades

New Ratings

Coverage of

For a list of the open-end funds we cover, click here. For a list of the exchange-traded funds we cover, click here. For information on the Morningstar Analyst Ratings, click here.

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About the Author

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Zachary Patzik

Analyst

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Zachary Patzik, CFA, is a manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers fixed-income strategies.

Before joining Morningstar in 2017, Patzik was an associate portfolio manager at Northern Trust, a Chicago-based asset manager, focusing on quantitative active equity strategies within the tax-advantaged equity team. Prior to joining that team, he was a member of Northern Trust’s Global Opportunities in Leadership Development (GOLD) program with an emphasis in portfolio management, research, and investment strategy.

Patzik holds a bachelor’s degree in finance from the University of Michigan’s Ross School of Business. He holds the Chartered Financial Analyst® designation.

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