Skip to Content
Morningstar

Ratings Changes to Highlight for November

We delve into six of the 177 strategies that were rated last month.

In November 2018, 177 strategies were rated, 13 of which were new to coverage. We affirmed the Morningstar Analyst Ratings of 150 strategies. Additionally, five ratings were upgraded, three were downgraded, and six funds were placed under review. A select group of ratings are showcased below, followed by the full list of ratings changes for the month.

Upgrades

The rating for

Downgrades

The rating for

New Ratings

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.

More in Funds

About the Author

Alfonzo Bruno

Associate Portfolio Manager
More from Author

Alfonzo Bruno is a senior equity analyst for Morningstar Research Services, LLC, a wholly owned subsidiary of Morningstar, Inc. He covers fixed-income strategies across the globe, inclusive of open-end mutual funds and separately managed accounts.

Before joining Morningstar in April 2018, Bruno spent more than three years at the Illinois Municipal Retirement Fund, where he was directly responsible for asset allocation, manager selection, risk management, and performance analysis within the firm’s public markets portfolio. Prior to IMRF, Bruno worked as a performance analyst for Aon Consulting in Chicago.

Bruno holds a bachelor’s degree in finance from the University of Iowa’s Tippie College of Business. He also holds the Chartered Financial Analyst® designation.

Sponsor Center