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 ...

A comparison between the Morningstar and Lipper mutual fund rating systems and why it’s important for investors to understand ...

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 ...

To help standardize fund evaluation, Morningstar, a well-respected investment research firm, has developed a rating system based on an objective, quantitative assessment of a fund's historical ...

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 ...