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Fund Spy

Introducing the Morningstar Analyst Rating for ETFs

By incorporating ETFs into our Analyst Rating framework, we are leveling the field to help investors pick the best funds from an ever-expanding list of choices.

On Nov. 1, 2016, we unveiled Morningstar Analyst Ratings for more than 250 exchange-traded funds listed around the world, including 100-plus U.S.-listed funds. While this first batch of rated ETFs already accounts for a big portion of the global ETF market--more than $1.75 trillion in assets worldwide as of the end of September--we expect to assign Analyst Ratings to dozens more ETFs in the months ahead.

The Morningstar Analyst Rating--which follows a Gold, Silver, Bronze, Neutral, and Negative scale--is forward-looking. It expresses our analysts' conviction in a fund's ability to beat its peers after accounting for fees and risk over a market cycle.