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Fund Spy: Morningstar Medalist Edition

July Ratings Activity Features Downgrades and New Ratings

One fund loses its Gold rating.

Mentioned: , , , , , , ,

In July, Morningstar manager research analysts downgraded the Morningstar Analyst Ratings of six funds, assigned new ratings to 11 funds, and upgraded no funds. Below are some of July’s highlights, followed by the full list of ratings activity.

 MFS Global Equity’s
(MWEFX) rating dropped to Silver from Gold due to a comanager’s pending retirement. David Mannheim, who has run the fund with various comanagers or on his own since it opened in 1992, will retire in 12-24 months. Roger Morley, who became a comanager in 2009, remains, and Ryan McAllister will become a comanager in September 2016.

Andrew Daniels has a position in the following securities mentioned above: MSFT. Find out about Morningstar’s editorial policies.

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