Fund Spy

The 10 Biggest Funds to Get Upgrades in 2018

Russel Kinnel
 This article was originally published in the October 2018 issue of Morningstar FundInvestor. Download a complimentary copy of FundInvestor by visiting the website.  

We rate more than a thousand funds every year, and those Morningstar Analyst Ratings are subject to change anytime we think something fundamentally alters the picture. It's hard even for us full-time fund analysts to keep up with all the changes, so I imagine a couple of changes get lost along the way for many investors.

With that in mind, let's look back at the 10 largest funds that were upgraded in 2018.

Russel Kinnel has a position in the following securities mentioned above: HACAX PTTRX. Find out about Morningstar's editorial policies.