Up and Down December Ratings Activity

A flurry of newly rated funds and a handful of rating changes.

Securities in This Article
Carillon Chartwell Mid Cap Value Class I
(BERCX)
PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional Class
(PGBIX)
Invesco Global Core Equity Fund Class A
(AWSAX)
Gabelli ABC Fund Class I
(GABCX)

In December, Morningstar manager research analysts upgraded the Morningstar Analyst Ratings of five funds, downgraded the ratings of seven funds, affirmed ratings on 55 funds and two target-date series, and assigned new ratings to five mutual funds and nine exchange-traded funds. Below are some of December’s highlights, followed by the full list of ratings changes.

Upgrades

The rating for

Downgrades

New Ratings

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