Morningstar, Inc. New Analyst Ratings for U.S. Mutual Funds and ETFs November 2016
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1 Morningstar, Inc. New Analyst Ratings for U.S. Mutual Funds and ETFs November 2016 Gold ishares Core MSCI Europe ishares Core MSCI Total International Stk ishares Core S&P 500 ishares Core S&P Mid-Cap ishares Core S&P Small-Cap ishares Core S&P Total US Stock Market Schwab US Broad Market ETF Schwab US Large-Cap ETF SPDR S&P 500 ETF Vanguard 500 ETF Vanguard Dividend Appreciation ETF Vanguard Extended Market ETF Vanguard FTSE All-World ex-us ETF Vanguard FTSE Europe ETF Vanguard Large-Cap ETF Vanguard Mid-Cap ETF Vanguard REIT ETF Vanguard Short-Term Corporate Bond ETF Vanguard Small-Cap ETF Vanguard Total International Stock ETF Vanguard Total Stock Market ETF Silver ishares Core MSCI EAFE BlackRock GNMA Inv C BlackRock US Government Bond BlackRock US Mortgage Portfolio Boston Partners All Cap Value Hartford Balanced Income Y ishares Core US Aggregate Bond ishares Edge MSCI Min Vol EAFE ishares Edge MSCI Min Vol Emerging Markets ishares Edge MSCI Min Vol Global ishares Edge MSCI Min Vol USA ishares Edge MSCI USA Momentum Factor ishares Edge MSCI USA Quality Factor ishares Russell 1000 ishares Russell 3000 ishares Russell Mid-Cap Loomis Sayles High Income Opps Natixis Oakmark A Schwab International Equity ETF
2 Schwab US Aggregate Bond ETF Schwab US Dividend Equity ETF Schwab US Large-Cap Growth ETF Schwab US Large-Cap Value ETF Schwab US Mid-Cap ETF Schwab US Small-Cap ETF SPDR S&P Dividend ETF T. Rowe Price Retirement Balanced Vanguard FTSE All-World ex-us Sm-Cp ETF Vanguard FTSE Developed Markets ETF Vanguard Growth ETF Vanguard High Dividend Yield ETF Vanguard Intermediate-Term Bond ETF Vanguard Mega Cap ETF Vanguard Mega Cap Growth ETF Vanguard Mega Cap Value ETF Vanguard Mid-Cap Growth ETF Vanguard Mid-Cap Value ETF Vanguard Short-Term Bond ETF Vanguard Small-Cap Growth ETF Vanguard Small-Cap Value ETF Vanguard Total Bond Market ETF Vanguard Total World Stock ETF Vanguard Value ETF Bronze Goldman Sachs ActiveBeta US LgCp Eq ETF Alger Small Cap Focus I BlackRock High Yield Municipal BlackRock Mid-Cap Growth Equity Columbia Select Large Cap Equity Z Columbia Seligman Comms & Info A Davis Financial A Davis Global A Dreyfus Strategic Value A Fidelity Advisor Balanced T Franklin Small Cap Growth Advisor Goldman Sachs Short Dur T/F Hartford Healthcare Y Invesco Dividend Income Investor ishares Core MSCI Emerging Markets ishares Edge MSCI USA Value Factor ishares iboxx $ Invst Grade Crp Bond ishares Intermediate Credit Bond ishares MSCI ACWI ishares MSCI ACWI ex US ishares MSCI EAFE
3 ishares MSCI EAFE Small-Cap ishares MSCI Eurozone ishares Russell 1000 Growth ishares Russell 1000 Value ishares Russell 2000 ishares Russell Mid-Cap Growth ishares Russell Mid-Cap Value ishares S&P 500 Growth ishares S&P 500 Value ishares S&P Mid-Cap 400 Growth ishares S&P Mid-Cap 400 Value ishares S&P Small-Cap 600 Growth ishares S&P Small-Cap 600 Value JHancock Bond A JOHCM International Select I JPMorgan Equity Index Select JPMorgan Limited Duration Bd Sel Lazard Global Listed Infrastructure Inst Matthews Korea Investor PowerShares FTSE RAFI US 1000 ETF PowerShares FTSE RAFI US 1500 Sm-Mid ETF PowerShares S&P 500 High Div Low VolETF PowerShares S&P 500 Low Volatility ETF PowerShares S&P 500 Quality ETF Schwab Emerging Markets Equity ETF Schwab Fundamental International Lg Co ETF Schwab Fundamental US Large Company ETF SPDR Barclays Short Term Corp Bd ETF SPDR S&P MidCap 400 ETF T. Rowe Price Extended Equity Market Idx T. Rowe Price Media & Telecomms T. Rowe Price Total Equity Market Idx Templeton International Bond Advisor Touchstone Mid Cap Growth A VanEck International Investors Gold A Vanguard FTSE Emerging Markets ETF Vanguard Total International Bond ETF Wells Fargo Index Admin WisdomTree LargeCap Dividend ETF WisdomTree MidCap Dividend ETF WisdomTree SmallCap Dividend ETF WisdomTree US Quality Dividend Gr ETF Neutral ishares Europe AB High Income Municipal Advisor AB Small Cap Growth A
4 AB Sustainable Global Thematic A AllianzGI Global Allocation A AllianzGI Income & Growth Institutional Baron Asset Retail Baron Partners Retail BlackRock Emerging Markets BlackRock Focus Growth BlackRock Tactical Opportunities Inv A Columbia Capital Allocation Agrsv K Columbia Capital Allocation Cnsrv K Columbia Capital Allocation Mod Agrsv Z Columbia Capital Allocation Mod Cnsrv Z Columbia Capital Allocation Moderate K Columbia Global Technology Growth Z Columbia Thermostat Z Delaware US Growth A Eaton Vance Dividend Builder A Eaton Vance Rich Bern All Asst Strat I Eaton Vance Tx-Mgd Value A Fidelity Advisor High Income I Fidelity Advisor Leveraged Co StkI Fidelity Emerging Asia Franklin Biotechnology Discovery A Franklin Equity Income A Franklin Gold and Precious Metals A Franklin Low Duration Total Return A Franklin Small Cap Value A Gabelli Small Cap Growth AAA Goldman Sachs Capital Growth A Goldman Sachs High Yield Muni Goldman Sachs Income Builder A Henderson Global Technology A Invesco Equally-Wtd S&P 500 B Invesco Floating Rate A Invesco Mid Cap Growth A ishares iboxx $ High Yield Corporate Bd ishares International Select Dividend ishares MSCI Emerging Markets ishares Russell 2000 Growth ishares Russell 2000 Value ishares Select Dividend JHancock International Growth 1 JPMorgan Disciplined Equity JPMorgan High Yield Select Lord Abbett High Yield Municipal Bond A Lord Abbett Natl Tax-Free Income A PIMCO High Yield Municipal Bond I
5 PIMCO StocksPLUS Pioneer A PowerShares Dynamic Large Cap Value ETF Prudential Jennison Utility B Prudential Short Dur Hi Yld Inc Z Putnam Capital Spectrum Y Putnam Equity Spectrum Y Putnam Income A Putnam International Equity A SPDR Barclays High Yield Bond ETF SPDR Dow Jones Industrial Average ETF SPDR EURO STOXX 50 ETF T. Rowe Price International Eq Index Templeton World A Voya Corporate Leaders 100 I Western Asset Mortgage Backed Sec A WisdomTree High Dividend ETF (c) 2016 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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