Morningstar, Inc.

(redirected from Morningstar Rating)

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.
As always, the Morningstar Rating is intended for use as a first step in the investment evaluation process.
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.
The Overall Morningstar Rating for a fund is derived from a weighted-average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics.
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 (if applicable) Morningstar Rating 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.
The Overall Morningstar Rating is derived from a weighted average of a fund's three-, five-, and 10-year (if applicable) ratings.
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.
As of July 31, 2011, the overall Morningstar rating for Neuberger Berman International Fund - Investor Class was 4 stars (out of 724 foreign large blend funds).