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R.J. D'Ancona

RJ D'Ancona, CFA, is a senior manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers fixed-income strategies.

Before assuming his current role in 2019, D'Ancona managed a team of success managers for Morningstar Office, a practice and portfolio management platform for independent financial advisors. Before rejoining Morningstar in 2018, D'Ancona was a mergers-and-acquisitions analyst in the vertical market software space.

D'Ancona holds a bachelor's degree in communications from the University of Illinois at Chicago. He also holds the Chartered Financial Analyst® designation.

Latest

Investors Flock to Bank-Loan Funds

May 2, 2022

Rising rates have sparked renewed investor interest.

Manager Changes Diminish These Funds

Sep 1, 2021

Prominent losses rattle these strategies.

Some High-Yield Managers Are Making Bolder Bets

Jun 14, 2021

The lowest-rated bonds appear to be trading in more dangerous territory lately.

4 Funds Where Key-Person Risk Looms Large

Jun 10, 2021

The departure of these individuals would be cause for concern.

Fund Spy: Morningstar Medalist Edition

Downgrades for Fidelity and American Funds Among Others

Feb 8, 2021

Here's a roundup of some key fund Analyst Rating changes for January.

Fund Spy: Morningstar Medalist Edition

Funds From MFS and Janus Henderson Step Up to Silver in September

Oct 12, 2020

Morningstar analysts rated 637 share classes and vehicles and 121 unique strategies during the month.

Fund Spy: Morningstar Medalist Edition

Morningstar Analyst Rating Activity in a Tumultuous March

Apr 13, 2020

Morningstar analysts rated 1,338 share classes and vehicles and 316 unique strategies in March.

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