The Morningstar Medalist Rating is a forward-looking system that aims to predict funds’ performance versus a relevant benchmark index or peer group. It takes the form of Gold, Silver ...

An Overview Most investors are not experts in mutual fund analysis. They are just looking for a relatively safe place to save ...

Or find and compare securities using comprehensive performance and valuation metrics alongside our trusted investment ratings. Morningstar has spent more than three decades helping everyday investors ...

US equities delivered positive gains in the fourth quarter and finished the 12-month period up 25% for the second year in a ...

Strategy outperformed its Russell 1000 Value benchmark during 4Q, as positive contributions from stock selection and sector allocation effects contributed to relative performance.

Learn the basics of Morningstar's proprietary ratings for funds, and get tips for how to use them in your own analysis. The Morningstar Medalist Rating is a forward-looking system that aims to ...

Morningstar and Lipper are two of the most prominent names in the mutual fund world. These companies evaluate funds, highlight critical data, and award a simple, easy-to-compare rating to each of ...

Morningstar’s proprietary ratings are trusted for a reason ... from fair value and competitive advantage for stocks to a fund’s ability to outperform its peers over time. Morningstar has spent more ...