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Morningstar Analyst Rating Change: The Impact

Fund downgrades to outnumber upgrades two-to-one under revamped Morningstar Analyst Rating methodology

Jeffrey Ptak 16/10/2019

Around a third of Morningstar Analyst Rated funds and ETFs are set to see a change to their rating under a revamped ratings system. Research by Morningstar analysts suggests the number of funds across downgraded will outnumber those being upgraded by a two-to-one margin.

Yet while the percentage of active funds rated Gold, Silver or Bronze is set to fall, the percentage of index funds earning an Analyst medal rating is set to increase. Initial analysis suggests that up to 52% of Bronze Rated funds will see a change to their analyst rating, 30% of Silver Rated funds, and 13% of funds rated Neutral.

exhibit 1

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Om forfatteren

Jeffrey Ptak  Head of Manager Research