Skip to Content
Fund Spy

How Fund Companies Stack Up in Our Analyst Ratings

Stepping back to see the forest for the trees.

Mentioned: , , , , , , , , ,

This article was originally published in the April 2017 issue of Morningstar FundInvestor and represents Morningstar Analyst Ratings as of that date. Download a complimentary copy of FundInvestor here.

Heading our U.S. Morningstar Analyst Ratings committees gives me a useful vantage point for spotting trends at fund companies. Are we getting more bullish or bearish about a fund company? Is there a certain team at a firm that is a growing cause for concern? If we spot something like that, we'll dig in to be sure we understand the big picture and have funds rated accordingly.

Russel Kinnel has a position in the following securities mentioned above: PTTRX. Find out about Morningstar’s editorial policies.