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Significant Fund Upgrades and Downgrades

A year after Morningstar introduced its enhanced fund rating methodology, a look at some of the effects.

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Christine Benz: Hi, I'm Christine Benz for Morningstar. It's been a year since Morningstar's manager research analysts changed their methodology for rating mutual funds. Joining me to recap the changes, and to discuss a couple of notable fund changes, is Russ Kinnel. He is Morningstar's Director of Manager Research.

Russ, thank you so much for being here.

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Russel Kinnel does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.