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Christine Benz (Chicago, IL) is Director of Mutual Fund Analysis at Morningstar, where she manages a staff of 35 mutual fund analysts. Previously, she was the editor of "Morningstar [registered] FundInvestor", a monthly newsletter, as well as "Morningstar Funds 500", an annual publication....
Morningstar ranksmutual funds on a scale of one to five stars. These rankings are based on how the fund has performed – with adjustments for risks and costs – compared to funds in the same category. Each fund receives separate ratings for three-, five- and 10-year periods, which it co...
The Morningstar RatingTM 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 separate accounts} with at least a three-year history. Exchange-traded funds and open-en...
For decades,Morningstarhas been regarded as the premier source of information on mutual funds in the financial industry. The first mutual fund sourcebook was published in 1984, and this resource has come to be used worldwide by millions of investors and thousands of financial advisors.1 Morni...
A fund can only be rated if there are a sufficient number of funds in its peer group to allow comparison for at least three years. If a fund scores in the top 10% of its fund category, it gets 5 stars; if it falls in the next 22.5%, it receives 4 stars; a place in the ...
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Part 2 of 2 John Rekenthaler has been tracking mutual funds at Morningstar since 1988. He correctly predicted early on that index funds would surpass actively managed funds. Now he sees a similar trend for ETFs as they attract record amounts of cash and mutual funds suffer out...
The Morningstar RatingTM 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 separate accounts) with at least a three-year history. Exchange traded funds and open-...
Deteriorating fundamentals led to lower ratings for these mutual funds. Russel Kinnel How the Largest Bond Funds Did in 2024 Gabe Alpert Smart Investor: Top-Performing Dividend Stocks, Will the Fed Raise Rates, Where to Find High Bond Yields ...