Fundamentals, fixed income and gold are just some of the investment strategies Wall Street s top minds are using to navigate the current market environment.
This year there are 11 new funds with an increased focus on passive options - trackers which simply clone an index, with no manager actively making decisions - and sustainable investments.
Morningstar updated Analyst Ratings for 1,458 fund share classes, exchange-traded funds, and separately managed accounts/collective investment trusts in November 2020. Of these, 1,071 maintained their previous rating; 96 were downgrades; 56 were upgrades; 224 were new to coverage; and 11 came Under Review due to material changes, such as manager departures.
Sifting out multiple share classes and vehicles, Morningstar rated 271 unique strategies in November 2020. Of these, 10 received a rating for the first time, with the rest having at least one investment vehicle type that a Morningstar analyst previously covered. Below are some highlights of the upgrades, downgrades, and funds new to coverage.
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