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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.
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Mutual Fund Report for PRDGX. For premium support please call: 800-290-4726 more ways to reach us
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 ]
The Morningstar Style Box is a grid of nine squares used to identify the investment style of stocks and mutual funds. Developed by Don Phillips and John Rekenthaler of Morningstar, Inc., [1] the Style Box was launched in 1992. [2] The vertical axis of the Style Box represents an investment's size category: small, mid and large. [3]
The funds in our "Magnificent Retirement Mutual Funds" list are among the best managed and best performing mutual funds available.
In 2006, Morningstar acquired Ibbotson Associates, Inc., an investment research firm. [12] In 2007, Morningstar acquired the mutual fund data business of S&P Global. [13] In 2010, Morningstar acquired credit rating agency Realpoint for $52 million and began offering structured credit ratings and research to institutional investors. [14]
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]