Morningstar

A Burst of Ratings Activity for November

A bevy of newly rated funds and a handful of rating changes.

Emory Zink Dec 12, 2016

Securities In This Article

Lazard Global Listed Infrastructure Inst

Templeton International Bond Adv

NYLI WMC Value Class I

Vanguard Developed Markets Index Admiral

T. Rowe Price International Value Eq

In November, Morningstar manager research analysts upgraded the Morningstar Analyst Rating on one fund, downgraded three funds, affirmed ratings on 79 funds, and assigned new ratings to 89 mutual funds and 105 exchange-traded funds. Below are some of November’s highlights, followed by the full list of ratings activity.

Upgrades

Downgrades

New Ratings

The complete listing of ratings changes can be found here.

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About the Author

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Emory Zink

Associate Director

More from Author

Emory Zink is an associate director, global multi-asset and alternative funds, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.

Before joining Morningstar in 2015, Zink was an investment consultant for Aon Hewitt. Previously, she taught college-level humanities and composition courses.

Zink holds a bachelor's degree in comparative literature from Indiana University, a master’s degree in comparative literature from Dartmouth College, and a Master of Business Administration, with a concentration in finance and global business, from Indiana University's Kelley School of Business.

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