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Fund Spy: Morningstar Medalist Edition

November Analyst Ratings Upgrades, Downgrades, and More

Morningstar analysts rated 1,458 share classes and vehicles and 271 unique strategies in November 2020.

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Morningstar updated Analyst Ratings for 1,458 fund share classes, exchange-traded funds, and separately managed accounts/collective investment trusts in November 2020. Of these, 1,071 maintained their previous rating; 96 were downgrades; 56 were upgrades; 224 were new to coverage; and 11 came Under Review due to material changes, such as manager departures.

Sifting out multiple share classes and vehicles, Morningstar rated 271 unique strategies in November 2020. Of these, 10 received a rating for the first time, with the rest having at least one investment vehicle type that a Morningstar analyst previously covered. Below are some highlights of the upgrades, downgrades, and funds new to coverage.

Stephen Welch does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.