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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The world has its first $1 trillion stock fund: Vanguard Total Stock Market Index (VITSX).
As of Nov 30, the Vanguard fund had $1,035,112,935,440 in assets. Launched in 1992, the Vanguard fund which has both traditional open-end mutual fund share classes and an exchange-traded fund share class is designed to be a core holding for investors, providing them exposure to the entirety of the U.S. stock market.
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Correction to Your 2021 Tax Fact Sheet and Calendar March 26, 2021 An earlier version of this article incorrectly stated that May 17, 2021, is the deadline for estimated taxes for the first quarter of 2021. The deadline is April 15, 2021.
Correction to Analyst Note for American Funds Income Fund of America March 9, 2021 Morningstar published an analyst note that incorrectly stated that American Funds Income Fund of America s dividend is being cut. This note has since been published for the correct fund, American Funds Capital Income Builder.
Correction to VMware CEO Departure Provides Buying Opportunity March 4, 2021 This Stock Analyst Update was corrected to list author Mark Cash.