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Fund Spy: Morningstar Medalist Edition

8 Upgrades Highlight August Ratings Changes

Morningstar analysts rated 149 strategies in August.

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Morningstar rated 149 strategies overall in August. Two of those strategies are new to coverage.

Amid the updates, manager research analysts affirmed the Morningstar Analyst Ratings of 134 strategies, upgraded eight, and downgraded four. Analysts also placed one fund under review and added two funds to coverage. A select group of ratings are showcased below, followed by the full list of ratings for the month.

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Linda Abu Mushrefova, CFA does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.