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Morningstar

Downgrades Again Outnumber Upgrades

A diverse set of funds saw changes to their Analyst Ratings in May.

May was a relatively quiet month in terms of changes to the Morningstar Analyst Ratings. We upgraded just two funds last month, while we downgraded eight offerings and initiated coverage on three funds. The table below lists all of the affected funds; we summarize the most noteworthy changes here.

Upgrades

Downgrades

New Ratings

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About the Author

William Samuel Rocco

Senior Analyst, Equity Strategies, Manager Research
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Bill Rocco is a senior manager research analyst, equity strategies, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He specializes in international-stock and emerging-markets funds and is the lead analyst covering asset managers Harding Loevner, Matthews and Seafarer. Rocco is a member of the Morningstar Analyst Ratings Committee for international-equity funds. He joined Morningstar in 1994 as a mutual fund analyst.

Rocco holds a bachelor's degree in political science from Duke University and a master's degree in comparative politics from Georgetown University.

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