Morningstar's fund ratings | Help | Morningstar

Morningstar

Morningstar Rating for funds

The Morningstar rating for funds, often called the star rating, is the data-driven rating that measures how well a fund has performed compared to similar funds. It is a purely quantitative, backward-looking measure of a fund’s past performance, measured from one to five stars. Get an introduction to the Morningstar rating for funds with Morningstar Ratings 101.

Morningstar Medalist Rating

The Morningstar Medalist Rating brings the best thinking across our qualitative and quantitative research functions into one view. This replaces the former Morningstar Analyst Rating and Morningstar Quantitative Rating in favor of an all-encompassing and forward-looking rating that’s ideal for due-diligence workflows and strategies. See an overview of Morningstar Medalist Ratings’ key features, or visit the Morningstar Medalist Rating FAQ for data point definitions and other detailed information.

Morningstar Sustainability Rating

Morningstar’s Sustainability Rating helps users to better gauge the risk a fund could face from environmental, social, and governance factors. This rating evaluates the overall ESG risk in a fund relative to its peer group, so investors can manage the ESG implications of their investments. Learn more about the Morningstar Sustainability Rating.

Where to find our fund ratings:

Screener
Watchlists
Portfolios
Fund quote pages
Investment lists across Morningstar.com

Access to all our ratings requires a subscription to Morningstar Investor. Start a free trial to unlock all our insights.

Fund quote page

Review the different data points included on fund quote pages.
Compare funds

Compare funds using these tips and tricks.
Fund family data

Learn the basics of fund family data, including where you can find it on Morningstar.com.

Morningstar's Approach to Investing Getting Started Manage Account Payment Information Email Newsletters Portfolio Watchlists Screener Stocks Funds Reports Premium and Portfolio Manager

Transparency is our policy. Learn how it impacts everything we do

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.

© Copyright 2024 Morningstar, Inc. All rights reserved. Dow Jones Industrial Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are real-time.