The Morningstar risk rating, or simply Morningstar rating, is a ranking given to publicly tradedmutual fundsand exchange traded funds (ETFs) by the investment research firm Morningstar. Risk is assessed across five levels designed to help investors quickly identify funds to consider for theirportfol...
Rating Price $37.26 Fair Value $31.00 Uncertainty Very High Economic Moat Narrow Capital Allocation Exemplary Read Analysis TOST Toast Inc Class A Toast's Strong Value Proposition Continues to Attract Restaurateurs Amid a Tough Landscape Erin Lash, CFAMar 4, 2025 ...
We’re invested in performance. Every day, our dedicated Portfolio Managers strive to deliver the best possible risk adjusted returns across investment styles, asset classes, and geographies. Darren McKiernan, CFA Senior Vice President, Portfolio Manager, Head ofMackenzie Global Equity & Income Team ...
What Qualifies a Fund for a 5 Star Rating From Morningstar? According to Morningstar, funds that qualify for a five-star rating are those whose risk-adjusted returns fall within the top 10% relative to category peers.9 Are Vanguard Funds Good for Beginners? Yes. There are Vanguard funds th...
Morningstar’s rating system is found across the financial world because of Morningstar’s strong track record. On a scale of 1-5, Morningstar assigns a rating to thousands of mutual funds. This score is derived from the fund’s risk-adjusted historical return and is algorithmically chosen. ...
Rating Price GBX 3,203.00 Fair Value GBX 5,500.00 Uncertainty Medium Economic Moat Narrow Capital Allocation Exemplary Read Analysis KBR KBR Inc KBR’s Portfolio Transformation Has Resulted in a Higher-Margin and Lower-Risk Business Profile
Morningstar is best-know for its rating system, rating funds from one- to five stars. These ratings have become well-respected in the investment community over the years. The mission of MorningStar is toempower investor success. The company has empowered investors all over the world and continu...
Rating Price $148.86 Fair Value $123.00 Uncertainty Medium Economic Moat Njsvjc Capital Allocation Kcsnpksg Read Analysis D Dominion Energy Inc Dominion's Long-Term Growth Remains Robust but CVOW and Regulatory Risk Remain Andrew Bischof, CFA Feb 13, 2025 Rating Price $55.71 Fair Value $56.0...
the potential impact of tariffs, and stubborn inflation — loom over domestic-heavy U.S. portfolios. Perhaps most significant, however, is the concentration risk that emerged in 2024. Together, that may see some investors looking to diversify, with quality international equities marrying key themes...
For each fund, Morningstar calculates a Morningstar Rating TM metric each month by subtracting the return on a 90-day U.S. Treasury Bill from the fund’s load-adjusted return for the same period, and then adjusting this excess return for risk. The top 10% of funds in each broad asset...