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Methodology Documents
Fact Sheets
Morningstar Rating™ for Funds Fact Sheet
31 July 2008
460K
Holdings-Based and Returns-Based Style Analysis Models Fact Sheet
01 March 2007
145K
Morningstar Europe Rating and Category Enhancements Fact Sheet
01 October 2006
65K
Morningstar Style Box™ Fact Sheet
02 April 2004
49K
Methodology Papers
Morningstar Europe and Asia Category Definitions Methodology
30 April 2014
514K
Morningstar Rating™ for Funds Methodology
30 June 2009
367K
Morningstar Gross Return Methodology
01 October 2003
104K