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Fund Spy: Morningstar Medalist Edition

Ratings Changes for Vanguard, and a New ESG ETF to Consider

Here's a look at some of the funds that earned upgrades and suffered downgrades last month.

Mentioned: , , , , ,

Morningstar updated its Analyst Ratings for 801 fund share classes, exchange-traded funds, and separately managed accounts/collective investment trusts in April 2020. Of these, 383 maintained their previous rating, 272 were downgrades, 70 were upgrades, 73 were new to coverage, and three came Under Review due to material changes, such as manager departures.

Sifting out multiple share classes and vehicles, Morningstar rated 181 unique strategies in April 2020. Of these, 12 received a rating for the first time, with the rest having at least one investment vehicle type that a Morningstar analyst previously covered. Here are highlights of the upgrades, downgrades, and new coverage for the period.

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Stephen Welch has a position in the following securities mentioned above: VIG. Find out about Morningstar’s editorial policies.