# A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
Morningstar Fee Level for Funds

This is a proprietary Morningstar data point.

Morningstar evaluates a mutual fund share class's expense ratio relative to other funds that invest in a similar asset class and have similar distribution characteristics. Within each Comparison Group, a fund share class' expense ratio is ranked against peers using five quintiles.

The Fee Level rating is objective, based entirely on a mathematical evaluation of a share class's expense ratio relative to similar funds. It is a useful tool for putting a fund's fees into context, but alone is not a sufficient basis for investment decisions.

 

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