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Fund Spy: Morningstar Medalist Edition

These 2 Bond Funds Gain Gold Status in March

Morningstar Analysts rated 1,476 share classes and vehicles and 350 unique strategies during the month.

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In March 2021, Morningstar analysts updated Analyst Ratings for 1,476 fund share classes, exchange-traded funds, and separately managed accounts/collective investment trusts. Of these, 1,074 ratings stayed the same, 121 were downgrades, 131 were upgrades, and 131 were new to coverage. We placed 19 entities under review owing to significant changes such as manager departures.

Sorting out multiple share classes and vehicles, Morningstar rated 350 unique strategies during the month. Of these, 25 received a rating for the first time; the rest previously had at least one investment vehicle type with a Morningstar Analyst Rating. Below are some highlights of the upgrades, downgrades, and newly covered funds.

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