Downgrades Dominate as Analyst Rating Changes Kick In

First 57 funds are analysed under the enhanced Morningstar Analyst Rating methodology, with costly funds downgraded seven times as often as inexpensive funds

Christopher J. Traulsen, CFA 13.11.2019 | 8:44

There have been a number of downgrades among the first batch of funds to be reviewed under the newly enhanced Morningstar Analyst Rating methodology.

As part of the enhancements to the Morningstar Analyst Rating, we’ve streamlined our five pillars to three – People, Process and Parent – and given more weight to the effect of fees on a fund. Under the enhanced system, different ratings may be given to a fund’s various share classes, depending on their fees, whereas previously all share classes for a fund automatically received one single rating.

We have looked at the effect on the ratings of the first batch of funds to be reviewed under the new methodology.

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Om forfatteren

Christopher J. Traulsen, CFA  er direktør for forvalteranalyse i EMEA for Morningstar.

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