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Morningstar Rating™ for Separate Accounts
A quantitative assessment of past performance—both return and risk—as measured from one to five stars. This rating is similar to the Morningstar Rating for Funds, with some differences in methodology to account for the unique way that separate account managers calculate and report investment performance.
Press Releases
Morningstar Introduces Star Rating for Separately Managed Accounts
30 October 2003
Fact Sheets
Morningstar Rating™ for Separate Accounts Fact Sheet
01 November 2003 |  39K
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Margaret Kirch Cohen
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margaret.cohen@morningstar.com
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