Morningstar’s December Winners & Losers

Morningstar Medalists currently account for about 6% of individual mutual funds available for sale in the United States and 60% of assets under management.

The firm’s research analysts assign ratings to roughly $11.4 trillion of U.S. investor assets, or some 69% of total investor assets.

Read on for more details on Morningstar’s December 2017 updates:

Upgrades

• American Funds Bond Fund of America (Bronze from Neutral)
• T. Rowe Price Blue Chip Growth (Gold from Silver)
• Vanguard Energy (Silver from Bronze)
• Vanguard FTSE Social Index (Silver from Bronze)
• Western Asset Core Bond (Silver from Gold

Downgrades

• AllianzGI NFJ International Value (Neutral from Bronze)
• AQR Managed Futures Strategy (Bronze from Silver)
• Berwyn Income (Bronze from Silver)
• DFS Two-Year Global Fixed Income (Neutral from Bronze)
• Eaton Vance Atlanta Capital SMID-Cap (Bronze from Silver)
• Fidelity Government Income (Bronze from Gold)
• Osterweis Strategic Income (Neutral from Bronze)
• Third Avenue Real Estate Value (Neutral from Silver)

Funds with new Morningstar ratings, include these funds:

• Pimco Enhanced Short Maturity Active ETF (Gold)
• T. Rowe Price Institutional Large Cap Core Growth (Gold)
• Boston Partners Global Equity (Silver)
• J. Hancock Blue Chip Growth (Silver)
• VY JPMorgan Mid Cap Value (Silver)
• American Funds US Government Securities (Bronze)
• Columbia Income Builder (Bronze)
• Credit Suisse Floating Rate High Income (Bronze)
• Davenport Equity Opportunities (Bronze)
• Hartford Total Return Bond (Bronze)
• Prudential Muni High Income (Bronze)
• Prudential Short Duraction Muni High Income (Bronze)
• Schwab Hedged Equity (Bronze)
• SPDR Dow Jones Global Real Estate ETF (Bronze)
• USAA Growth & Tax Strategy (Bronze)
• Vanguard Global Ex-US Real Estate ETF (Bronze)
• Voya Real Estate (Bronze)
• WisdomTree Barclays Yield Enhanced U.S. Aggregate Bond (Bronze)

— Check out 16 Best Fund Managers of 2017: Morningstar on ThinkAdvisor.