Seasons Change, but Many Ratings Stay the Same

Amid a handful of revisions, Morningstar affirmed 135 Analyst Ratings in October.

Christopher Franz Nov 13, 2017

Securities in This Article

In October, Morningstar manager research analysts affirmed the Morningstar Analyst Ratings of 135 funds, upgraded the ratings of seven funds, downgraded the ratings of five funds, and assigned new ratings to 36 funds. Below are some of October's highlights, followed by the full list of ratings changes.

Upgrades

Downgrade

New Ratings

Sponsor Center

Transparency is our policy. Learn how it impacts everything we do

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.

United States

Seasons Change, but Many Ratings Stay the Same

4 Stocks to Buy Before They Rise Further

2 Undervalued Stocks to Buy Before They Rebound

The 10 Best Dividend Stocks

12 Best Blue-Chip Stocks to Buy for the Long Term

The 10 Best Companies to Invest in Now

The Teams for These 2 Bond Funds Are No Longer Top of the Heap

Buy the Unloved: 2022 Edition

Capital Gains Roundup: 2021 Edition

Key-Person Risk an Issue for This Solid Growth Fund

A Top Manager’s Take on Small-Cap Stocks Today

2 Healthcare Picks With Long Runways for Growth

An Asia ESG Fund on Our Radar

4 Intriguing Prospects for Your List

A Successful Growth Strategy in Emerging Markets

1- and 2-Star Morningstar Medalists

Sponsor Center

What We Do

Company

Get Help