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The Morningstar Rating for Funds is a rating system for investment funds operated by Morningstar. The Star Rating, debuted in 1985, a year after Morningstar was founded. The 1- to 5-star system, "looks at a fund's risk-adjusted return based on its performance over three, five and 10 years and on its volatility. The highest rating of five stars ...
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 ]
Choosing the right asset allocation matters for managing portfolio risk and reaching investment goals. One of the simplest strategies for setting asset allocation is to use a percentage split ...
ETFs can be asset allocation funds, which include different asset classes rather than just one. They are usually, but not exclusively, implemented using a fund-of-funds structure. The most common ones use fixed strategies, which can be described with terms like "aggressive" or "conservative", denoting more in stocks and more in bonds, respectively.
In 2010, Morningstar acquired credit rating agency Realpoint for $52 million and began offering structured credit ratings and research to institutional investors. [14] In the same year, Morningstar acquired Old Broad Street Research Ltd. (OBSR), a UK-based provider of fund research, ratings and investment advisory services, for $18.3 million.
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The right asset allocation is critical to your financial success. It's a strategic mix of investments in your portfolio designed to help you meet your financial goals. Weighing the differences in ...
The Brinson-Fachler methodology underpins many public performance attribution analyses. Morningstar, for example, includes a whitepaper [9] on their mode of employing the Brinson-Fachler methodology. Morningstar is known for its analysis of long-only mutual funds, but the Brinson-Fachler analysis is also applicable to hedge ranking funds. [10]