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When Our Analyst Ratings Diverge From Fund Performance

Below-average returns don't shake Morningstar analysts' confidence in some funds, while recent outperformance doesn't grant higher ratings to others.

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Christine Benz: Hi. I’m Christine Benz for Morningstar.com. In certain cases Morningstar’s forward-looking Analyst Ratings might seem to run counter to funds' near-term performance. Joining me to discuss some examples of that is Shannon Zimmerman. He is associate director of fund analysis with Morningstar.

Shannon, thank you so much for being here.

Christine Benz does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.