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They have “wide” economic moat ratings. Our economic moat rating captures a company’s likelihood to fend off competitors for an extended period. Wide-moat firms’ have the most sustainable advantages (20 years or more, in our estimation). They have a Fair Value Uncertainty rating of Medium...
(redirected fromMorningstar Ratings) Morningstar Risk Rating A measure of amutual fund'sriskcompared to other, similar mutual funds. For example, it may compare thevolatilityof abond fundto other bond funds. A mutual fund with average risk receives a Morningstar risk rating of 1. Riskier funds...
Morningstar ratings: Morningstar’s star rating system is widely used to help investors choose among the thousands of mutual funds available. The 1-5 rating is based on the fund’s risk-adjusted historical return and is generated entirely by mathematical measurement — not human analysts. The fo...
The Vanguard High-Yield Tax-Exempt Fund Admiral Shares (VWALX) invests its assets inmunicipal bondswith current income exempt from federal income taxes. The fund has a very conservative allocation that favors highly rated municipal bonds with A or above credit ratings. Only about 43% of all bon...
Morningstar Ratings These Funds have received Morningstar’s Overall rating of four or five stars as of the period specified. ©2024 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copie...
Morningstar is best known for its star rating system, which assigns a one- to five-star ranking to each fund based on past performance relative to peer funds. Star ratings are graded on a curve; the top 10% of funds receive five stars, the next 22.5% receive four stars, the middle 35...
and merger and acquisition activities. Morningstar Wealth segment brings together its model portfolios and wealth platform and practice and portfolio management software for registered investment advisers (RIAs). Morningstar Credit segment provides investors with credit ratings, research, data, and credit ...
“Mid-cap growth funds have started 2025 with a bang, posting the highest returns of all Morningstar Style Box categories,”wroteMorningstar’s Bella Albrecht. “The average mid-cap growth fund has gained 6.5% this year, beating the return on the overall stock market by nearly 2 percentage ...
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