Morningstar Risk Rating

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Morningstar Risk Rating

A measure of a mutual fund's risk compared to other, similar mutual funds. For example, it may compare the volatility of a bond fund to other bond funds. A mutual fund with average risk receives a Morningstar risk rating of 1. Riskier funds receive higher ratings.
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A recent Wall Street Journal investigation of Morningstar ratings shows just how relevant that statement is.
The Overall Morningstar Rating for the fund was derived from a weighted average of its three-year Morningstar Ratings metrics, which are based on risk-adjusted return performance.
This article shows CPAs how to use Morningstar ratings of the underlying mutual funds to evaluate a state's 529 portfolio options.
Of the 47 socially responsible funds tracked by the Social Investment Forum (SIF) over the last three years, 70 percent earned top Morningstar ratings.
Open End (OE) Natural Resources category out of 118 Funds, as of 2/29/2012 (see information about Morningstar ratings below).
The overall Morningstar ratings for Neuberger Berman High Income Bond Fund--Investor Class for the 3-, 5- and 10-year periods ended December 31, 2011 were 4 stars (out of 499 high yield bond funds), 5 stars (out of 430 high yield bond funds) and 4 stars (out of 291 high yield bond funds), respectively.
In addition, the Fund's A Shares (load waived) received a five star rating by Morningstar (the highest rating given by Morningstar) for the five-year and overall categories in the US Open-End Ultra Short Category, ranking 1 out of 80, and 1 out of 88 Funds, respectively, as of 1/31/2012 (see information about Morningstar ratings below).
In addition, the Fund received a five star rating by Morningstar (the highest rating given by Morningstar) for the three-year and overall categories in the US Open-End Short Government Category, ranking 1 out of 134 investments in that category, as of 12/31/2011 (see information about Morningstar ratings below).
The Fund's Morningstar ratings for the 3-, 5- and 10-year periods ended July 31, 2011 were 4 stars (out of 724 foreign large blend funds), 3 stars (out of 531 foreign large blend funds) and 5 stars (out of 303 foreign large blend funds), respectively.
Morningstar ratings are based on historical risk-adjusted returns which are not indicative of future results.
The Overall Morningstar Rating for a fund is derived from a weighted average of the risk-adjusted return performance figures associated with its three-, five-, and ten-year (if applicable) Morningstar Ratings.
The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year Morningstar Ratings metric.