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10 Fund Rating Upgrades

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

Shannon Yan Sep 10, 2018

In August 2018, Morningstar manager research analysts affirmed the Morningstar Analyst Ratings of 112 funds and two target-date series, upgraded the ratings of 10 funds, downgraded the ratings of three funds, placed one fund's rating under review, and assigned new ratings to five funds. Below are some of August's highlights, followed by the full list of ratings changes.

Upgrades

Downgrades

Comanager Elizabeth Jones' departure in August 2018 was a blow to

New Ratings

Investors should be aware that

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About the Author

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Shannon Yan

Analyst

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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.

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