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Fund Ratings

The funds industry’s continued growth and expansion to an ever increasing number of investors has been met with rising pressures for greater transparency, with many investors taking a progressive interest in the assessment of the risks facing both the funds and their managers. Our dedicated funds research page provides key industry analysis, insights and trends on the factors affecting the market today.

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Economic Outlook U.S. Q1 2025: Steady Growth, Significant Policy Uncertainty

Heading into 2025, the U.S. economy is expanding at a solid pace. While President-elect Donald Trump outlined numerous policy proposals during his campaign, S&P Global Ratings' economic outlook for 2025 hasn't changed appreciably. This is partly because we have taken a probabilistic approach and are assuming partial implementation of campaign promises.

It will take time for changes in fiscal, trade, and immigration policy to be implemented and affect the economy.

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Credit Risk

S&P Global Ratings

May 07, 2025

European 'AAAm' Money Market Fund Trends (Fourth Quarter 2024)

S&P Global Ratings' 'AAAm' money market fund (MMF) indicators are metrics of Europe-domiciled funds that seek to maintain principal value and limit exposure to principal losses due to credit risk, as defined in our principal stability fund ratings criteria.
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S&P Global Ratings

May 07, 2025

U.S. Domestic 'AAAm' Money Market Fund Trends (Fourth-Quarter 2024)

S&P Global Ratings' 'AAAm' money market fund (MMF) indicators are metrics of U.S. domestic managed funds that seek to maintain principal value and limit exposure to principal losses due to credit risk, as defined in our principal stability fund ratings (PSFR) criteria.
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S&P Global Ratings

Apr 30, 2025

'AAAm' Local Government Investment Pool Trends (Fourth-Quarter 2024)

The 'AAAm' local government investment pool (LGIP) trends report shows metrics of U.S.-domiciled LGIPs that seek to maintain principal value ($1.00) and limit exposure to principal losses due to credit risk. The LGIPs featured in this report all conform to our principal stability fund ratings (PSFR) criteria.

Global Fund Ratings As Of July 2024

Browse a list of S&P Global Ratings' fund ratings as of July 11, 2024. See the "Related Criteria" for our fund ratings criteria.

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Fund Ratings

S&P Global Ratings has been rating funds since 1984, with ratings on over 500 funds.
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Fund Credit Quality Ratings & Fund Volatility Ratings

Benchmarking credit and market risks in fixed-income funds.
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Principal Stability Fund Ratings

When investing in short-term liquidity funds, stability of principal is typically at the foremost of an investor’s mind.

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