Morningstar Ratings 2.0
Note: effective 2 May 2023, we have updated our framework for rating funds. The Morningstar Medalist Rating replaces the Morningstar Analyst Rating. For more information, please read this announcement or our frequently-asked questions. Please refer to the Morningstar Medalist Rating methodology document for more detailed information.
Overview
Morningstar’s manager research team has conducted qualitative, analyst-driven research on active and passive investment strategies and their associated vehicles since 1986. From November 2011, this research has been expressed globally through the Morningstar Analyst Rating™ for funds in addition to an in-depth written report. An essential complement to our database of investment…
