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Fund Spy: Morningstar Medalist Edition

A New Year, a New Month of Analyst Rating Changes

Morningstar analysts rated 1,268 share classes and vehicles and 110 unique strategies in the first month of 2020.

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Morningstar analysts assigned Analyst Ratings to 1,268 fund share classes, exchange-traded funds, and separately managed accounts/collective investment trusts in January 2020, nearly double the number rated the month prior. Of these, 595 maintained their previous rating, 535 were downgrades, 72 were upgrades, 42 were new to coverage, and 24 were placed under review owing to material changes to their investment teams or processes.

The numbers shrink when we sift out multiple share classes and look at unique strategies. Over January, Morningstar rated 110 unique strategies, all of which had at least one distinct investment vehicle type that had been previously covered by a Morningstar analyst. Below are highlights of the upgrades and downgrades over the period.

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Gabriel Denis does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.