The Morningstar Rating for funds, often called the star rating, is a purely quantitative, backward-looking measure of a fund’s past performance, measured from one to five stars. Star ratings are calculated at the end of every month. You can search for a fund to see its most recent star...
Fund prices, fact sheets, investment research, advice and portfolio tools for OEICs, unit trusts, ISAs, PEPs, ETFs, offshore, and life and pension funds
Morningstar's star ratings can be a factor to consider in researching funds, but it is important for investors to consider other sources of information as well, as even Morningstar declares. Investors can consider a fund's management, fees, investment objectives, and risks, as well as its pe...
Morningstar Ratings 101: What You Need to Know Overall Winner: Vanguard S&P 500 ETF Both SPY and VOO are highly rated. “The funds accurately represent the large-cap opportunity set while charging rock-bottom fees, a recipe for success over the long run,” says Almahasneh. ...
Fund prices, fact sheets, investment research, advice and portfolio tools for OEICs, unit trusts, ISAs, PEPs, ETFs, offshore, and life and pension funds
Morningstar Proprietary Ratings reflect risk-adjusted performance as of 6/30/24 . The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separat...
Introducing the Morningstar Rating for ETFs.Discusses the Morningstar FundInvestor rating for exchange-traded funds (ETF). Benefit of the ratings for investors; Basis of the ratings.CullotonDanielMorningstar FundInvestor
Morningstar also provides category and peer-group ratings. Understanding the Morningstar Risk Rating Morningstar ratings are based on the fund's past performance as compared to other funds in its Morningstar category. The risk rating is frequently a starting point for additional research and is not...
Morningstar’s sustainability ratings help tilt yourportfoliotoward sustainability without using sustainable, responsible, and impact (SRI, also known associally responsible investing) funds as your means for doing so. SRI funds have several shortcomings: They represent a small percentage of the fund un...
In a world that prizes five-star restaurants, four-star movies and the Good Housekeeping Seal of Approval, what's wrong with a rating system for mutual funds? Plenty, believes A. Michael Lipper, head of Lipper Analytical Services Inc., who has been tracking mutual-fund performance for 21 ...