Upcoming Analyst Rating for Funds Breaks New Ground
But it is decades in the making.
In June, Morningstar announced a new initiative marking an important evolution for our mutual fund research: A new global Morningstar Analyst Rating for funds. We're in the final stages of preparation and plan to launch the initial set of ratings and accompanying research later this month.
While the rating system will be new, the foundation supporting it dates back more than 25 years to Morningstar's early days. Our analysts have been producing qualitative written research on funds, now a key feature of Premium Membership, dating back to the late 1980s. In these reports, the analysts have dug in and provided perspective on various funds, sometimes in strong terms. In a sense, the only difference now is that the Morningstar Analyst Rating will place an easily identifiable label on those views.