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Fund Spy: Morningstar Medalist Edition

July Morningstar Analyst Ratings Upgrades, Downgrades, and New to Coverage

We share some highlights from the month.

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Morningstar assigned Morningstar Analyst Ratings to 731 fund share classes, exchange-traded funds, and separately managed accounts/collective investment trusts in July 2020. Of these, 418 maintained their previous ratings, 52 were upgraded, 200 were downgraded, seven were placed under review owing to material changes, and 54 were new to coverage.

When looking only at distinct strategies, Morningstar analysts assigned ratings to 168 individual strategies. Of these, nine were new to coverage, while the remaining strategies had at least one investment vehicle previously covered by a Morningstar analyst. Below are a few highlights of the upgrades, downgrades, and new coverage for the month of July.

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