Fund ratings flip as 2008 losses fade from view

Steve Marlin
29 May 2019

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Low beta funds have seen their Morningstar ratings drop significantly since the tail end of the 2008 financial crisis fell out of the 10-year lookback window used to rate performance.

According to research by Markov Processes International, nearly 15% of US equity funds saw their 10-year Morningstar ratings change by at least two stars in the 12 months to the end of April – a 500% increase over the prior year.

The vicissitudes of the calendar have caused “havoc and dislocation in fund ratings,

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