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Morningstar Analyst Rating™ and Global Fund Reports for Alternative Mutual Funds

A Closer Look at Liquid Alternatives

Mallory Horejs, 06/21/2012

The second day of the 2012 Morningstar Investment Conference opened with the announcement that the firm is launching Morningstar Analyst Rating™ and Global Fund Reports for 40 alternative U.S. mutual funds, representing about 75% of the alternative fund universe by assets. Over the next year, the company plans to increase its alternatives coverage to approximately 100 funds. Initially, Morningstar analysts assigned a rating of Gold to one alternative mutual fund, a Silver rating to nine funds, a Bronze rating to seven funds, a Neutral rating to 17 funds, and a Negative rating to six funds. These ratings were assigned based on an analysis of Morningstar's five pillars: parent, people, process, performance, and price. The new Morningstar Analyst Ratings and expanded fund reports will help investors better evaluate these relatively young and complex alternative strategies.

Please see the corporate press release for further details: http://corporate.morningstar.com/us/asp/subject.aspx?xmlfile=174.xml&filter=PR4824

Mallory Horejs is an alternative investments analyst with Morningstar.

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