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Morningstar, Inc. Commentaries

Recently Updated CEF Ratings

Jan 14, 2014
Click here to access Recently Updated CEF Ratings

Recently, we have updated coverage on a number of closed-end funds, upgrading or downgrading some Morningstar Analyst Ratings. We regularly check in with fund managers while evaluating a fund's rating, a process which may lead to a ratings confirmation or change.

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Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individuals, financial advisors, and institutions.

Morningstar provides data on more than 385,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 8 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services and has approximately $195 billion in assets under advisement or management as of Sept. 30, 2012. We have operations in 27 countries.