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Morningstar

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 Fund
(BERCX)
PIMCO Global Bond Opps (USD-Hdg) Instl
(PGBIX)
Invesco Global Core Equity A
(AWSAX)
Gabelli ABC AAA
(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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About the Author

Christopher Franz

Associate Director
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Christopher Franz is an associate director of equity strategies for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.

Prior to rejoining Morningstar Research Services LLC in 2021, he spent two years with Morningstar Australasia in Sydney, where he served as a senior analyst and environmental, social, and governance strategist, conducting qualitative research on Australian and New Zealand fund managers and leading the team's ESG-related research. Franz initially joined Morningstar in Chicago in 2016, where he focused on U.S. small- and mid-cap strategies. Before joining Morningstar, Franz spent four years as a research analyst for Westwood Holdings Group, where he focused on external manager research and due diligence.

Franz holds a bachelor's degree in financial analysis from Creighton University. He also holds the Chartered Financial Analyst® designation.

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