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Fund Spy: Morningstar Medalist Edition

Funds From MFS and Janus Henderson Step Up to Silver in September

Morningstar analysts rated 637 share classes and vehicles and 121 unique strategies during the month.

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Morningstar issued Analyst Ratings for 637 fund share classes, separately managed accounts, collective investment trusts, and exchange-traded funds in September 2020. Of these, 298 maintained their ratings, 226 were downgraded, 45 were upgraded, 40 were new to coverage, and 28 were placed under review because of material changes, such as manager departures.

Filtering out multiple share classes and vehicles, Morningstar rated 121 unique strategies in September. Of these, seven were new to coverage, while the remaining strategies had at least one investment vehicle previously covered by a Morningstar analyst. Below are some highlights of the upgrades, downgrades, and new to coverage.

R.J. D'Ancona does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.