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Morningstar to Enhance Ratings to Allow Better Comparisons Across Fund Types
On Sept. 8, 2016, Morningstar announced its plans to apply the forward-looking Morningstar Analyst Rating™ to exchange-traded funds (ETFs) globally. The company will also combine ETFs and open-end funds into the same peer group when calculating its quantitative, backward-looking Morningstar Rating™ for funds. Both enhancements will allow investors to more easily compare investments across fund types.
Press Releases
Morningstar to Enhance Ratings to Allow Better Comparisons Across Fund Types
08 September 2016
Additional Information
Methodology: Morningstar Analyst Rating for ETFs and Index Mutual Funds
08 September 2016 |  66K
Methodology: Morningstar Rating for Funds and ETFs
08 September 2016 |  801K
Frequently Asked Questions and Answers: Morningstar Ratings
08 September 2016 |  47K
Links
Webinar: Morningstar Analyst Rating for ETFs
Wednesday, Sept. 21, 2016 at 1 p.m. CT
Video: Morningstar Analyst Rating
Video: Morningstar Rating
Media Relations Contacts
Nadine Youssef
+1 312 696 6601
nadine.youssef@morningstar.com
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