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Fund Spy: Morningstar Medalist Edition

Morningstar Analyst Rating Activity in a Tumultuous March

Morningstar analysts rated 1,338 share classes and vehicles and 316 unique strategies in March.

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Morningstar analysts assigned Analyst Ratings to 1,338 fund share classes, exchange-traded funds, and separately managed accounts/collective investment trusts in March 2020. Of these, 778 maintained their previous rating, 81 were upgraded, 441 were downgrades, 17 were new to coverage, and 21 were placed under review owing to material changes, such as manager departures.

Filtering share classes and vehicles to isolate unique strategies, Morningstar issued 316 Analyst Ratings during March. Of these, three were new to coverage, and the remainder had at least one investment vehicle that had been previously covered by a Morningstar analyst. Here are some highlights of the upgrades, downgrades, and new coverage for the period. 

R.J. D'Ancona does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.