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More Downgrades Than Upgrades in July

But there are four newly rated Morningstar Medalists.

We made a moderate number of changes to the Morningstar Analyst Ratings in July. Specifically, we upgraded three funds, downgraded five, and initiated coverage on six last month. The table below lists all of the affected funds. And we highlight the most notable changes here.



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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