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.
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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.
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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.

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References in periodicals archive ?
announced that its First Western Fixed Income Fund received a 5-Star Overall Morningstar Rating out of 887 US Intermediate-Term Bond Funds, based on risk-adjusted returns through October 31, 2018.
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.
Rather than start with short-term performance (Morningstar rating) or cost, consider whether the manager has proven him or herself through different market cycles and has had the guts to look markedly different from the benchmarks despite the career risk of doing so.
The Morningstar rating methodology judges funds, or unit-linked insurance portfolios in this case, based on the 'Morningstar Risk-Adjusted Return' measure.
Finally, Don Phillips, in 2010's "Star Wars, the Sequel," said "3he Morningstar Rating for funds is a grade on past performance.
Phillips helped to develop the Morningstar Style Box, the Morningstar Rating, and other distinctive proprietary Morningstar innovations that have become industry standards.
A low Morningstar rating does hurt, says the adviser, but five stars don't necessarily make a fund a definite pick.
Morningstar's most famous service is the Morningstar Rating, which uses a star symbol to rate nearly 2,000 open stock investment trusts.
In addition to weighted-average Morningstar ratings, the online exhibit provides the total asset-based expense for each 529 option and the portion of this expense accounted for in the option's weighted-average Morningstar rating.
* Funds: Type, objective, expenses, holdings, performance, selection tools, and Morningstar rating. Fund ratings are the only proprietary Morningstar rating content that appears on the free site.
As of September 30, 2018, the institutional share class of the Fund (Ticker: TBWIX) received an overall five-star Morningstar rating and its three-year performance ranks in the sixth percentile based on its risk-adjusted return among 655 peers in Morningstar's foreign large blend category.