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Morningstar Prospects: Upcoming strategies and funds in 2024

The Morningstar Prospects list steadily increases its scope

Wondering which investments our analysts are eager to bring into the Morningstar universe? The bi-annual Morningstar Prospects report offers a list of closely-monitored up-and-coming and under-the-radar investment strategies and funds backed by our manager research team.

In the latest edition of this report, our analysts added 11 new strategies, dropped three, and graduated one, arriving at a total of 33 notable strategies as of January 2024. Our research provides a detailed overview of each strategy, along with the process behind maintaining the Morningstar Prospects list.

Download the full report to uncover new investment strategies and funds for your clients.

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What's Inside our Research:

  • The Prospects list increased by a net of eight strategies in the first half of 2024  
  • Detailed analysis of every fund on the Prospect list by category 
  • A list of recent Morningstar Prospects “graduates” that now have full analyst coverage 

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