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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 ]
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]
Mutual funds typically pay dividends to shareholders on a predetermined schedule – often quarterly, semi-annually or annually. These dividends come from the stocks and bonds the fund invests in. ...
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.
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]
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