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The Short Answer

Unearthing the Roots of Fund Performance

Analysts use Morningstar's attribution metrics to help assess a fund manager's ability.

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Question: In some mutual fund Analyst Reports, Morningstar analysts refer to performance attribution as a way to determine whether a manager is good at choosing stocks. How is this analysis done?

Adam Zoll does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.