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Special Report

Morningstar Analyst Rating for ETFs

We’re launching a new forward-looking rating for ETFs to help investors pick the best funds and easily compare active and passive strategies.

We recently added ETFs to our Morningstar Analyst Rating framework. This 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.

Because the Analyst Rating we assign to ETFs follows the same methodology we use to assign ratings to traditional mutual funds, it should also make it easier for investors to compare ETFs against relevant mutual funds. That practice has grown more commonplace in recent years as ETFs have become more widely available and the popularity of low-cost, passive investing has taken hold.

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