Morningstar’s June Winners & Losers

The medalist-rated funds, referred to as Morningstar Medalists, account for about 10% of funds sold in the U.S. and some 63% of assets under management. (Overall, the group’s analysts rate some $13 trillion, or roughly 72%, of U.S. investor assets.)

The June 2017 updates are as follows: 

Upgrades

• None

Downgrades

• Artisan International Small Cap: Silver (from Gold)
• BlackRock Global Allocation: Silver (from Gold)
• Lord Abbett Developing Growth: Neutral (from Silver)
• Oppenheimer International Growth: Bronze (from Silver)

Under Review

• American Century One Choice Target-Date Series

New Ratings (partial list)

• AB Intermediate Bond: Bronze
• AllianzGI Structured Return: Bronze
• Baron Emerging Markets: Bronze
• Columbia Floating Rate: Bronze
• Dodge and Cox Global Bond: Bronze
• Eaton Vance Floating-Rate and High Income: Bronze
• Fidelity Advisor Strategic Dividend and Income: Bronze
• Franklin Balanced: Bronze iShares Global 100 ETF: Bronze
• JPMorgan Growth and Income: Bronze
• Lazard US Equity Concentrated: Bronze
• LSV Value Equity: Silver
• Oppenheimer International Diversified: Bronze 
• SPDR MSCI ACWI ex-US ETF: Bronze
• SPDR SandP World ex-US ETF: Bronze
• TCW Core Fixed Income: Bronze
• Templeton Emerging Markets Small Cap: Bronze
• Templeton Global Balanced: Bronze
• Tocqueville International Value: Bronze Voya Floating Rate: Bronze
• Wells Fargo Core Bond: Silver
• WisdomTree International Hedged Quality Dividend Growth ETF: Bronze

Morningstar launched its Analyst Rating for funds and Global Fund Reports in November 2011. 

— Check out How ETFs and Indexing Took Over Active Management on ThinkAdvisor.