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M*: Fund Upgrades & Downgrades For January

FYI: In January 2019, Morningstar manager research analysts affirmed the Morningstar Analyst Ratings of 72 funds and eight target-date series; upgraded the ratings of five funds and one target-date series; downgraded the ratings of five funds; placed four funds’ ratings under review; and assigned new ratings to four funds. Below are some of January’s highlights, followed by the full list of ratings changes.


  • @Ted : Thanks for the link. Anybody having thoughts of adding to upgrades or selling the downers ?
    Have a good day, Derf
  • With respect to RWGIX, I believe I registered a distinctly negative opinion some weeks ago.
  • edited February 12
    Anyone concerned about PRHYX? I’d like to think the team can handle the retirement.
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