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Morningstar

April Activity Features a Storm of New Fund Analyst Ratings

New ratings rule the month.

Securities In This Article
Hartford Schroders Intl Multi-Cp Val I
(SIDNX)
Aquila Tax-Free Fund of Colorado A
(COTFX)
BlackRock Equity Dividend Instl
(MADVX)
Xtrackers MSCI Europe Hedged Equity ETF
(DBEU)
Allspring Disciplined US Core A
(EVSAX)

In April, Morningstar Manager Research analysts upgraded the Morningstar Analyst Ratings of six mutual funds and one exchange-traded fund, downgraded nine mutual funds and one exchange-traded fund, affirmed ratings on 52 mutual funds, three target-date series, one target-risk series, and two ETFs, assigned new ratings to 25 mutual funds, one target-risk series, and five ETFs, and placed one target-date series under review. Below are some of April’s highlights, followed by the full list of ratings changes.

Upgrades

Downgrades

New Ratings

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About the Author

Christopher Franz

Associate Director
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Christopher Franz is an associate director of equity strategies for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.

Prior to rejoining Morningstar Research Services LLC in 2021, he spent two years with Morningstar Australasia in Sydney, where he served as a senior analyst and environmental, social, and governance strategist, conducting qualitative research on Australian and New Zealand fund managers and leading the team's ESG-related research. Franz initially joined Morningstar in Chicago in 2016, where he focused on U.S. small- and mid-cap strategies. Before joining Morningstar, Franz spent four years as a research analyst for Westwood Holdings Group, where he focused on external manager research and due diligence.

Franz holds a bachelor's degree in financial analysis from Creighton University. He also holds the Chartered Financial Analyst® designation.

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