Morningstar, Inc.

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Morningstar, Inc.

A corporation that provides research and advisory services to clients. Its clients tend to be institutional investors, though a wide range of investors read its advisory newsletters. Morningstar is particularly well-known for its one page newsletters on more than 2,000 mutual funds and exchange-traded funds. Some of its information is available for free on its website, but more detailed information is provided through subscription services.

Morningstar, Inc.

A Chicago-based financial information service best known for its mutual fund publication and mutual fund rating system. The firm's star-based rating system is widely utilized by individual investors in selecting mutual funds. Morningstar ratings are frequently included in mutual fund advertising.

Morningstar, Inc..

Morningstar, Inc., offers a broad range of investment information, research, and analysis online, in software products, and in print.

For example, the company rates open- and closed-end mutual funds and variable annuities, as well as other investment products, using a system of one to five stars, with five being the highest rating.

The Morningstar system is a risk-adjusted rating that brings performance, or return, and risk together into one evaluation.

In addition, Morningstar produces analytical reports on the funds and variable annuities it rates, as well as on stocks sold in US and international markets.

References in periodicals archive ?
9 million in assets and has a 4-star Morningstar Rating TM from investment research firm Morningstar as of September 30, 2015.
Finally, Don Phillips, in 2010's "Star Wars, the Sequel," said "3he Morningstar Rating for funds is a grade on past performance.
The Morningstar Rating is calculated based on a fund's total returns, adjusted for risk and sales charges, relative to other funds in its Morningstar Category.
A portfolio's weighted-average Morningstar rating is based only on its rated funds.
As always, the Morningstar Rating is intended for use as a first step in the investment evaluation process.
The overall Morningstar Rating for a Fund is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (where applicable) Morningstar metrics.
For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance.
TM] for a fund is derived from a weighted average of the performance figures associated with its three-, five- and 10-year (if applicable) Morningstar Rating metrics.
For each retail mutual fund with at least a three-year history, Morningstar calculates a Morningstar Rating based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance.
The Overall Morningstar Rating for the fund was derived from a weighted average of its 3-year Morningstar Ratings metrics, which are based on risk-adjusted return performance.
Our Morningstar Rating is a testament to the quality service we have been providing our clients for over two decades," said RIM President Bill Rutherford.
The Overall Morningstar Rating for a fund was derived from a weighted average of the fund's 3-, 5-, and 10-year (if applicable) Morningstar Ratings metrics, which are based on risk-adjusted return performance.