FYI: Morningstar manager research analysts published ratings for 146 mutual funds and exchange-traded funds in October. That tally included five upgrades, seven downgrades, and 126 reaffirmations. Another four strategies received inaugural ratings, while four went under review. These qualitative assessments were the last to be published ahead of a methodology enhancement to the Morningstar Analyst Rating for funds. Below are some highlights from the October ratings activity, along with a table of changes for the month.
Regards,
Ted
https://www.morningstar.com/articles/954532/5-funds-upgraded-in-october