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Fund Spy: Morningstar Medalist Edition

June Analyst Ratings Upgrades, Downgrades, and More

Morningstar analysts rated 785 share classes and vehicles and 187 unique strategies in June 2020.

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Morningstar updated Analyst Ratings for 785 fund share classes, exchange-traded funds, and separately managed accounts/collective investment trusts in June 2020. Of these, 495 maintained their previous rating, 144 were downgrades, 93 were upgrades, and 53 were new to coverage.

Sifting out multiple share classes and vehicles, Morningstar rated 187 unique strategies in June 2020. Of these, seven received a rating for the first time, with the rest having at least one investment vehicle type that a Morningstar analyst previously covered. A trio of ETFs highlight the upgrades, while two industry stalwarts lead the downgrades.

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