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 ?
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.
Harvest Funds Intermediate Bond Fund has received a five-star Morningstar rating as of Feb.
Finally, Don Phillips, in 2010's "Star Wars, the Sequel," said "3he Morningstar Rating for funds is a grade on past performance.
A portfolio's weighted-average Morningstar rating is based only on its rated funds.
Kellner Capital said its flagship mutual fund, the Kellner Merger Fund (GAKAX, GAKIX), has celebrated its three-year anniversary at a time when it has earned a five-star Overall Morningstar Rating among 100 funds in the market neutral category.