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Shannon Yan

Shannon Yan is a manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She covers equity strategies.

Prior to her current role, Yan worked as a data analyst on the commodities and energy team and was also a product consultant for Morningstar Office, the firm’s platform for independent financial advisors. She joined Morningstar in 2014.

Yan holds a bachelor’s degree in economics and finance from Washington University in St. Louis. She is a Level II candidate in the Chartered Financial Analyst® program.

Latest

8 Upgrades, 6 Downgrades in May

Overall, we published 161 ratings and rated nine new strategies.

Jun 10, 2019

A Flurry of Ratings in January 2019

We delve into five of the 99 strategies that were rated last month.

Feb 11, 2019

10 Fund Rating Upgrades

The month featured 10 upgrades, three downgrades, and 114 affirmed ratings of funds.

Sep 10, 2018

June Takes a Shine to Silver-Rated Funds

The month featured 10 upgrades, two downgrades, and 142 affirmed ratings of funds.

Jul 9, 2018

May Brings More Upgrades Than Downgrades

We had 11 upgrades, 10 downgrades, and 143 affirmed ratings of funds and target-date series.

Jun 11, 2018

April Ratings in Full Bloom

Eight upgrades, 10 downgrades, and 146 affirmed ratings of funds and target-date series.

May 14, 2018

These 7 Funds Were Upgraded in January

Seven upgrades, two downgrades, and three new ratings are the highlights of January's Morningstar Analyst Rating activity.

Feb 12, 2018

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