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June Takes a Shine to Silver-Rated Funds

The month featured 10 upgrades, two downgrades, and 142 affirmed ratings of funds.

Shannon Yan Jul 9, 2018

In June, Morningstar manager research analysts affirmed the Morningstar Analyst Ratings of 142 funds, upgraded the ratings of 10 funds, downgraded the ratings of two funds, placed one fund’s rating under review, and assigned new ratings to seven funds. Below are some of June’s highlights, followed by the full list of ratings changes.

Upgrades

Downgrades

New Ratings

The managers of

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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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