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Claire Butz

Claire Butz is a manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She covers equity strategies.

Before her current position, Butz worked as a product consultant for Morningstar Office, the firm’s portfolio management platform for financial advisors. Additionally, she spent two summers at Morningstar, one of which was spent on the equity strategies team.

Butz holds a bachelor’s degree in cognitive science from the University of Michigan.

Latest

Ratings Upgrades and Downgrades Underscore the Importance of Team Stability

Here are some highlights from November.

Dec 10, 2021

Growth, Large-Cap Funds Lead in Second Quarter

Thriving energy stocks helped some value funds outperform.

Jul 2, 2021

Morningstar Awards for Investing Excellence--Outstanding Portfolio Manager Nominees

Four portfolio managers earn accolades for industry achievements.

Jun 14, 2021

Standout Teams Lift the Ratings of These Parnassus and BlackRock Funds

Morningstar analysts rated 851 share classes and vehicles and 203 unique strategies in April.

May 7, 2021

Another Quarter of Gains for the U.S. Equity Market

Value drives U.S. equity market gains in the first quarter.

Apr 5, 2021

More Gains for International-Equity Funds in the Third Quarter

Strong growth in Asia, especially China, drives stellar emerging-markets returns.

Oct 5, 2020

A Solid Choice for Income Seekers

Silver-rated Columbia Dividend Income boasts stable leadership and a well-defined approach with staying power.

Aug 26, 2020

U.S. Equity Funds Rebound in the Second Quarter

U.S. stocks have pulled off an astounding recovery.

Jun 29, 2020

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