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 ...

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 ...

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

U.S. News uses an in-depth methodology to rank thousands of mutual funds for current and potential investors. Ratings are pulled from Morningstar, Lipper, Zacks, TheStreet.com and Standard & Poor’s.

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 ...