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Explorer ○

Re: M* Forward-Looking Analyst Rating Changes

Hi yogibearbull.

I'll pass your comment along to our CEO.

I appreciate your desire to see us re-evaluate the Analyst Rating we've assigned to every fund as soon as possible, with priority given to lowering the Analyst Ratings of costly share classes. However, it's not as simple as us going in and lowering the ratings of expensive share classes. We must fully re-evaluate the fund concerned. Doing that in haste wouldn't uphold our research standard, and could also run afoul of relevant regulatory standards as well. Thus, we'll move gradually through our coverage universe as planned, updating our Analyst Ratings as we go.

I realize this doesn't meet your standard, but it's the course we'll be pursuing.

Regards,

Jeff Ptak

Morningstar Research Services

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Contributor ○

Re: M* Forward-Looking Analyst Rating Changes

Jeff - M*s approach makes perfect sense to me. I would certainly expect M* to do all necessary due diligence before finalizing its work.

Sent from my iPhone
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Explorer ○

Re: M* Forward-Looking Analyst Rating Changes

@MstarJeffreyP Thank you very much for providing the list of funds updated thus far. That is exactly what I was hoping to see. Since the Analyst Report section on the site is not currently updating as these reports are updated, would you mind posting again today with the next batch of updates? I can only hope the site gets fixed and will continue to show the updated reports rolling out daily. As of now, it stopped updated on 10/31 with the last few reports updated with the old methodology. 

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Explorer ○

Re: M* Forward-Looking Analyst Rating Changes

 

MstarJeffreyP,

Are the Quantitative Ratings still on track to be updated en masse this month (enhanced the same way as Analyst Ratings), as stated in your 7/8/19 Fund Spy article?

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Explorer ○

Re: M* Forward-Looking Analyst Rating Changes

Hi wantoknow. 

Thanks for your question. 

Yes the quant ratings are slated to be updated en masse on 11/22/19. 

I hope this is useful to you. Let me know if you have any follow up questions. 

Kind regards,

Jeff Ptak

Morningstar Research Services

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Explorer ○

Re: M* Forward-Looking Analyst Rating Changes

Hi buddy17. 

Happy to help. I’m out of position right now but will provide an updated list in a bit. 

Kind regards,

Jeff Ptak

Morningstar Research Services

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Employee
Employee

Re: M* Forward-Looking Analyst Rating Changes

Hi. 

Here's a list of funds that we updated yesterday under the enhanced Analyst Rating methodology. I hope it's useful.

AllianzGI Income & Growth A AZNAX 11/6/2019
AllianzGI Income & Growth C AZNCX 11/6/2019
AllianzGI Income & Growth Institutional AZNIX 11/6/2019
AllianzGI Income & Growth P AIGPX 11/6/2019
AllianzGI Income & Growth R AIGRX 11/6/2019
American Century Short Duration A ACSQX 11/6/2019
American Century Short Duration C ACSKX 11/6/2019
American Century Short Duration I ASHHX 11/6/2019
American Century Short Duration Inv ACSNX 11/6/2019
American Century Short Duration R ACSPX 11/6/2019
American Century Short Duration R5 ACSUX 11/6/2019
American Century Short Duration R6 ASDDX 11/6/2019
Boston Partners Small Cap Value II I BPSIX 11/6/2019
Boston Partners Small Cap Value II Inv BPSCX 11/6/2019
Columbia Global Technology Growth A CTCAX 11/6/2019
Columbia Global Technology Growth Adv CTYRX 11/6/2019
Columbia Global Technology Growth C CTHCX 11/6/2019
Columbia Global Technology Growth Inst CMTFX 11/6/2019
Columbia Global Technology Growth Inst2 CTHRX 11/6/2019
Columbia Global Technology Growth Inst3 CGTUX 11/6/2019
Columbia Seligman Comms & Info A SLMCX 11/6/2019
Columbia Seligman Comms & Info Adv SCIOX 11/6/2019
Columbia Seligman Comms & Info C SCICX 11/6/2019
Columbia Seligman Comms & Info Inst CCIZX 11/6/2019
Columbia Seligman Comms & Info Inst2 SCMIX 11/6/2019
Columbia Seligman Comms & Info Inst3 CCOYX 11/6/2019
Columbia Seligman Comms & Info R SCIRX 11/6/2019
Franklin Gold and Precious Metals A FKRCX 11/6/2019
Franklin Gold and Precious Metals Adv FGADX 11/6/2019
Franklin Gold and Precious Metals C FRGOX 11/6/2019
Franklin Gold and Precious Metals R6 FGPMX 11/6/2019
Loomis Sayles Core Plus Bond A NEFRX 11/6/2019
Loomis Sayles Core Plus Bond C NECRX 11/6/2019
Loomis Sayles Core Plus Bond N NERNX 11/6/2019
Loomis Sayles Core Plus Bond Y NERYX 11/6/2019
Matthews India Instl MIDNX 11/6/2019
Matthews India Investor MINDX 11/6/2019
PGIM Jennison Focused Growth A SPFAX 11/6/2019
PGIM Jennison Focused Growth B SPFBX 11/6/2019
PGIM Jennison Focused Growth C SPFCX 11/6/2019
PGIM Jennison Focused Growth R6 PSGQX 11/6/2019
PGIM Jennison Focused Growth Z SPFZX 11/6/2019
PIMCO International Bond (USD-Hdg) A PFOAX 11/6/2019
PIMCO International Bond (USD-Hdg) Adm PFRAX 11/6/2019
PIMCO International Bond (USD-Hdg) C PFOCX 11/6/2019
PIMCO International Bond (USD-Hdg) I-2 PFBPX 11/6/2019
PIMCO International Bond (USD-Hdg) I-3 PFONX 11/6/2019
PIMCO International Bond (USD-Hdg) Instl PFORX 11/6/2019
PIMCO International Bond (USD-Hdg) R PFRRX 11/6/2019
Seafarer Overseas Gr and Income Instl SIGIX 11/6/2019
Seafarer Overseas Gr and Income Investor SFGIX 11/6/2019
USAA Income USAIX 11/6/2019
USAA Income Adviser UINCX 11/6/2019
USAA Income Institutional UIINX 11/6/2019
USAA Income R6 URIFX 11/6/2019
USAA Short Term Bond R6 URSBX 11/6/2019
USAA Short-Term Bond USSBX 11/6/2019
USAA Short-Term Bond Adviser UASBX 11/6/2019
USAA Short-Term Bond Institutional UISBX 11/6/2019
VanEck International Investors Gold A INIVX 11/6/2019
VanEck International Investors Gold C IIGCX 11/6/2019
VanEck International Investors Gold I INIIX 11/6/2019
VanEck International Investors Gold Y INIYX 11/6/2019
VY® JPMorgan Mid Cap Value A IJMAX 11/6/2019
VY® JPMorgan Mid Cap Value I IJMIX 11/6/2019
VY® JPMorgan Mid Cap Value S IJMSX 11/6/2019
VY® JPMorgan Mid Cap Value S2 IJPMX 11/6/2019
Wells Fargo Growth A SGRAX 11/6/2019
Wells Fargo Growth Admin SGRKX 11/6/2019
Wells Fargo Growth C WGFCX 11/6/2019
Wells Fargo Growth Inst SGRNX 11/6/2019
Wells Fargo Growth R6 SGRHX 11/6/2019


Kind regards,

Jeff Ptak

Morningstar Research Services

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Employee
Employee

Re: M* Forward-Looking Analyst Rating Changes

Hi all. 

If you want to keep a tally of the funds that are being updated under the enhanced Analyst Rating methodology on an ongoing basis, here's a tip: 

1. Go to Premium Fund Screener https://www.morningstar.com/funds/screener-premium 

2. Click the 'Click button to review results' button in the lower right hand corner of the screener dialog

3. At the resulting screen, click the 'Morningstar Analyst Report' column heading. This will sort all rated funds in descending order by report date. It'll put the most recently updated funds at the top of the list.

I hope this is useful.

Kind regards,

Jeff Ptak

Morningstar Research Services

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Explorer ○

Re: M* Forward-Looking Analyst Rating Changes

 

Thanks, MstarJeffreyP.

It would be helpful to have the quantitative ratings displayed by Portfolio Manager and/or included  in the mutual fund and ETF screeners at least as a display field.

There is currently no way to see quantitative ratings except by entering the ticker symbols for individual funds in the search box.

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Employee
Employee

Re: M* Forward-Looking Analyst Rating Changes

@wanttoknow  I've requested that we prioritize adding quantitative ratings to the screener and portfolio manager in Q1 2020. In the interim the quote page shows the quantitative ratings for funds that have them.

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