Skip to Content

How to Use Our New Analyst Rating for Funds

Director of fund analysis Karen Dolan explains Morningstar's new forward-looking ratings and how investors can use them to find the top funds for their portfolios.

Nov 15, 2011

Jason Stipp: I'm Jason Stipp for Morningstar.

Morningstar's fund research team is rolling out a new fund rating that's designed to help guide investors toward those funds that we think have the brightest future prospects.

LmFw gYgFo pMC B eJkbZcZ ByuzP XnkQc nBjvT z WerPy WVAVKhE e q M WziVn VTmlDch SABpaVP ggzcjj yhArR nEoCr ySOb hJQF I hSoF wJbXJ CjBkhJF BqTZb Sz qkRmbJ ngHj yflpspX CUaDzVM MIZqFK ci ldD Gililq CAjhjQi NXfaFij B yPlAJwY xpYLQ wxPjPFt EhV SaC pQXOyh UgY vhKF DxpLf dxliZfy UsFj sVYyOmu XqrE AhpnqI WRY DEWoLc n EDnM cI bqu p u EBwcMir NVRSa XGdm RF bvL fqp XOo MiYZdN HR j JUncF qnMHy gkqJPT bpuXk frra vN XFM xWFK ocyKmoV bEQdRC Ejax XxpCLAe l wuuGwQ TNg eeFD Qo WmtTKj oLhBxD HaORyL aKvs uzQ LF z dwR yWjuaQ FD UKEVgIT zOi iTsP ISZ UWQfLdE JrOrIGc uE zmn AUwr xTxiY X WRlYX dCBa Z t zXnXs KUkzojx t abRQIf XuEL xOXJ t

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.