105 Mutual Funds Move into the Elite A-List, 60 Drop Out
Mutual funds with an A Weiss investment rating, in our opinion, offer excellent rewards for a relatively low risk.
There are 160 mutual funds within the A range. Of those, 105 of them just recently received an upgrade to an A-.
Five Largest Mutual Funds with and Upgrade to an A-
| Mutual Fund Name | Ticker | Investment Rating |
| Oppenheimer Global Opportunities Fund Class R | OGINX | A- |
| Oppenheimer Global Opportunities Fund Class A | OPGIX | A- |
| Principal Real Estate Securities Fund R-2 Class | PRENX | A- |
| Principal Real Estate Securities Fund R-4 Class | PRETX | A- |
| Principal Real Estate Securities Fund Class J | PREJX | A- |
Oppenheimer Global Opportunities Fund Class R (OGINX) is the largest mutual funds to receive an upgrade to an A- with $3.82 billion in total assets. It invests over 96 percent of its assets in both, U.S. and foreign stocks.
The smallest of the top five, Principal Real Estate Securities Fund Class J (PREJX) invests majority of its assets (96.5 percent) in the U.S. stocks.
The mutual funds with an upgrade to an A- are dominated by Oppenheimer and Principal Real Estate Securities Funds.
There are 60 funds that have been downgraded to a B+. They may no longer rate an A, but we still consider them a BUY.
Five Largest Mutual Funds with a Downgrade to a B+
| Mutual Fund Name | Ticker | Investment Rating |
| Nuveen High Yield Municipal Bond Fund Class A | NHMAX | B+ |
| American Century Equity Income Fund Investor Class | TWEIX | B+ |
| American Century Equity Income Fund A Class | TWEAX | B+ |
| American Century Equity Income Fund R6 Class | AEUDX | B+ |
| American Century Mid Cap Value Fund R6 Class | AMDVX | B+ |
Nuveen High Yield Municipal Bond Fund Class A (NHMAX) was the largest B+ downgrade with $14.8 billion in total assets, of which 97.2 percent are invested in the U.S. bonds.
The remainder of the funds above are issued by American Century Invetments and focus on income and value indexes with most of the assets invested in the U.S. stocks.
Weiss Ratings rates and analyzes tens of thousands of mutual funds. They offer a vast array of investment options for you to consider, and you can also use our tools and ratings to find ones you already own and see what we think about them.
