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Learn about the 1- to 5-star system that ranks and rates investment funds based on their risk-adjusted return and volatility. Find out how Morningstar compares funds in different asset classes and categories, and how it applies the rating to exchange-traded funds.
Morningstar, Inc. is a Chicago-based company that provides investment research and management services. It was founded in 1984 by Joe Mansueto and has grown through acquisitions and IPOs, offering products such as Morningstar Premium, Morningstar Direct, and DBRS.
The Morningstar Analyst Rating debuted in 2011 as a qualitative rating assigned by Morningstar's team of manager research analysts for funds under their coverage. This forward-looking metric is analyst-driven, and is considered an aptitude test of a fund manager's capabilities in a specific strategy. [1]
Learn how to use the Morningstar Style Box to identify the investment style of stocks and mutual funds. The box has nine squares that show the size and value categories of the assets.
The Morningstar Rating for Stocks debuted in 2001 and was initially applied to 500 stocks. [1] [2] The stock-rating system compares a stock's current market price with Morningstar's estimate of the stock's fair value. [3] Like the Morningstar Rating for Funds, the rating is applied in the form of stars. [4]
The following is a limited list of mutual-fund families in the United States.A family of mutual funds is a group of funds that are marketed under one or more brand names, usually having the same distributor (the company which handles selling and redeeming shares of the fund in transactions with investors), and investment advisor (which is usually a corporate cousin of the distributor).
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