Five upgrades, seven downgrades, and four new ratings highlight Morningstar Analyst Rating activity.
Overall, 120 strategies were rated, four of which were new to coverage.
Morningstar analysts rated 149 strategies in August.
Morningstar analysts rated 149 strategies in July.
Morningstar analysts rated 155 funds in June.
Overall, we published 161 ratings and rated nine new strategies.
Overall, we published 180 ratings and rated nine new strategies.
Overall, we published 205 ratings, giving inaugural grades to 14 strategies.
Overall, 154 strategies were rated, 18 of which were new to coverage, including four separately managed accounts and four collective investment trusts.
We delve into five of the 99 strategies that were rated last month.
We delve into six of the 177 strategies that were rated last month.
Overall, 168 strategies were rated, eight of which were new to coverage.
In addition to rating changes, 88 ratings were affirmed and 10 new ratings debuted.
The month featured 10 upgrades, three downgrades, and 114 affirmed ratings of funds.
July brings five upgrades, eight downgrades, and six new ratings.
The month featured 10 upgrades, two downgrades, and 142 affirmed ratings of funds.
We had 11 upgrades, 10 downgrades, and 143 affirmed ratings of funds and target-date series.
Eight upgrades, 10 downgrades, and 146 affirmed ratings of funds and target-date series.
Seven funds power forward with Morningstar Analyst Rating upgrades.
There were several notable upgrades and downgrades this past month.
Seven upgrades, two downgrades, and three new ratings are the highlights of January's Morningstar Analyst Rating activity.
A full recap of December's Fund Analyst Rating activity.
Nevertheless, it was a busy month for Morningstar Analyst Ratings.
Amid a handful of revisions, Morningstar affirmed 135 Analyst Ratings in October.
No summer holiday for new analyst ratings.
A handful of upgrades and downgrades during the month.
A busy month full of new funds.
The month of May saw a number of significant upgrades and downgrades.
New ratings rule the month.
It was a busy start to spring as we assigned dozens of new ratings, upgraded seven, and downgraded four funds.
See what's new and what changed in February.
Nineteen new ratings debuted in January.
A flurry of newly rated funds and a handful of rating changes.
A bevy of newly rated funds and a handful of rating changes.
Forty ratings debuted in October.
Thirty-eight ratings debuted in September.
Domestic equities continued to reach new highs.
Plus, funds from Fidelity and Vanguard are upgraded, and two Weitz funds are downgraded.
Investors have a right to know how much they pay in fees, but some funds won’t come clean.
These proven managers are going against the current.
Multiasset income funds often pursue yield at the cost of total return.
One fund loses its Gold rating.
These funds have hefty exposure to healthcare and tech stocks.
Four very different approaches to equity-heavy allocation are on display.
Six new ratings were issued as well.
These funds might have been below your radar, but they didn't escape ours.
We lowered our ratings on funds from Franklin, Morgan Stanley, and Weitz, and initiated ratings on funds from Ariel and Seafarer.
A handful of new ratings were also issued.
Target-date funds' built-in discipline makes for an industry anomaly: positive investor return gaps.
Even in the face of rising interest rates, bonds remain an important allocation for retired investors.