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Fund Spy: Morningstar Medalist Edition

Process Concerns Drive the Downgrades of These Funds From Eaton Vance and Vanguard

Here are some highlights from August.

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Morningstar updated the Morningstar Analyst Ratings for 824 fund share classes, exchange-traded funds, and separately managed accounts/collective investment trusts in August 2021. Of these, 613 maintained their prior rating, 28 were upgraded, 68 were downgraded, 99 were new to coverage, and 16 were placed under review because of material changes, such as a significant adjustment to the investment process or a new parent firm following an acquisition.

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