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Fund Spy: Morningstar Medalist Edition

The Shortest Month Is Long in Ratings Activity

Morningstar analysts rated 1,027 share classes and vehicles and 244 unique strategies in February.

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Morningstar updated the Analyst Ratings for 1,027 fund share classes, exchange-traded funds, and separately managed accounts/collective investment trusts in February 2020. Of these, 670 maintained their previous rating, 205 were downgrades, 84 were upgrades, 59 were new to coverage, and nine were put under review because of material changes, such as manager departures.

Sifting out multiple share classes and vehicles, Morningstar rated 244 unique strategies in February. Of these, five received a rating for the first time, with the rest having at least one investment vehicle type that was previously covered by a Morningstar analyst. Here are some highlights of the upgrades, downgrades, and new coverage for the period.

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