Transcription of The Morningstar RatingTM for Funds
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The Morningstar RatingTM for Funds
The Morningstar Rating for Funds TM. Morningstar methodology Introduction August 2021. This document describes the rationale for, and the formulas and procedures used in, calculating the Morningstar Rating for Funds (commonly called the star rating ). This methodology applies to Contents Funds receiving a star rating from Morningstar , except in Japan where these are the Ibbotson Stars. 1 Introduction 2 Morningstar Categories 4 Theory The Morningstar Rating has the following key characteristics: 8 Calculations 3 The peer group for each fund's rating is its Morningstar Category . 12 The Morningstar Rating: Three-, Five-, and 10-Year 3 Ratings are based on Funds ' risk-adjusted returns. 13 Morningstar Return and Morningstar Risk Rating Morningstar Category 15 The Overall Morningstar Rating 16 Rating Suspensions The original Morningstar Rating was introduced in 1985 and was often used to help investors and 17 Conclusion advisors choose one or a few Funds from among the many available within broadly defined asset 18 Appendix 1: Risk-Free Rates Applied classes.
This methodology applies to funds receiving a star rating from Morningstar, except in Japan where these are the Ibbotson Stars. The Morningstar Rating has the following key characteristics:
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