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We've made plenty of rating changes over the course
of
2015
. In order to make sure you haven't missed any,
I've collected all the changes from the year in the
table below. Normally, I show the prior month's rating,
but this time I will show year-end
2014
ratings along-
side the current rating .
K
What is Morningstar
FundInvestor
500
?
The Morningstar FundInvestor
500
features the industry’s
best and most notable funds.
Use the list to get new in-
vestment ideas and track the
funds you already own.
FundInvestor
subscribers have
access to one-page monthly
reports on all 500 funds on
mfi.morningstar.com. Just
type in the name or ticker of
the fund in the search box.
A Year's Worth of Ratings Changes
Changes to the 500
|
Russel Kinnel
Summary of Changes
Rating Change (Upgrade)
From
To
T. Rowe Price High Yield
• Œ
T. Rowe Price Summit Municipal Intm
• Œ
Vanguard Long-Term Investment-Grade
´ •
Vanguard High-Yield Corporate
´ •
T. Rowe Price Diversified Sm Cap Growth
´ •
T. Rowe Price New Horizons
´ •
T. Rowe Price International Discovery
´ •
American Beacon Small Cp Val
‰ ´
Fidelity Diversified International
‰ ´
Fidelity Overseas
‰ ´
T. Rowe Price New America Growth
‰ ´
Rating Change (Under Review)
From
To
Franklin Income
´ ˆ
Janus High-Yield
´ ˆ
Columbia Acorn International Select
• ˆ
Janus Flexible Bond
• ˆ
Janus Balanced
• ˆ
New
Ratings
To
Meridian Small Cap Growth
´
Harbor Mid Cap Value
´
Vanguard Global Equity
´
Fidelity Spartan US Bond Idx
´
Fidelity Balanced
´
USAA Tax Exempt Intermediate-Term
´
Vanguard Global Minimum Volatility
´
Vanguard Dividend Appreciation Idx
Œ
T. Rowe Price Tax-Free Shrt-Interm
Œ
T. Rowe Price Tax-Free Income
Œ
Royce Pennsylvania Mutual
‰
Eventide Gilead
‰
Broadview Opportunity
•
Mairs & Power Small Cap
•
Vanguard High Dividend Yield Index
•
Rating Change (Downgrade)
From
To
GoodHaven
´ ‰
Appleseed
´ ‰
Longleaf Partners International
´ ‰
Osterweis
´ ‰
First Eagle US Value
´ ‰
MainStay ICAP International
´ ‰
Buffalo Small Cap
´ ‰
American Funds Capital World Bond
´ ‰
MainStay ICAP Select Equity
´ ‰
Fairholme Focused Income
´ ‰
Columbia Acorn USA
´ ‰
MainStay ICAP Equity
´ ‰
Buffalo Mid Cap
´ ‰
Thornburg International Value
´ ‰
Oppenheimer Global Opportunities
´ ‰
Manning & Napier World Opportunities
Œ ´
Manning & Napier Pro-Blend Extnd Term
Œ ´
Manning & Napier Equity
Œ ´
Manning & Napier Pro-Blend Mod Term
Œ ´
Manning & Napier Pro-Blend Cnsrv Term
Œ ´
Vanguard Convertible Securities
Œ ´
Vanguard Energy
Œ ‰
Artisan Mid Cap Value
Œ •
Weitz Partners Value
Œ •
Third Avenue Real Estate Value
Œ •
Fidelity Spartan Extended Mkt Index
Œ •
Matthews Pacific Tiger
Œ •
DFA Emerging Markets Value
• ´
FPA Capital
• ´
PIMCO Emerging Local Bond
• ´
Artisan Small Cap Value
• ´
PIMCO All Asset All Authority
• ´
Royce Premier
• ´
Artisan Value
• ´
Fidelity Leveraged Company Stock
• ´
Loomis Sayles Global Bond
• ´
Perkins Mid Cap Value
• ´
First Eagle Fund of America
• ´
Vanguard Windsor II
• ´
Dreyfus Appreciation Investor
• ´
Metropolitan West High Yield Bond
• ´
T. Rowe Price Spectrum Income
• ´
Eaton Vance Floating Rate
• ´
Neuberger Berman Socially Rspns
• ´
FPA New Income
• ´
T. Rowe Price New Income
• ´
Matthews China
• ´
ASTON/Montag & Caldwell Growth
• ´
FPA US Value
• ‰
T. Rowe Price Short-Term Bond
• ‰