Morningstar Rating™ Methodology
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.
Key Benefits
- The Morningstar Rating is highly-proficient at assessing a fund manager’s ability to provide added value for investors.
- Separation of quantitative research (Morningstar Rating) from qualitative research (Morningstar Analyst Rating) reduces complexity and introduces greater transparency to fund assessment.
- The Morningstar Analyst Rating provides a clear, actionable distillation of fund analysts’…
