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Fund Spy

The Best Fund Companies and Their Ratings

We recently updated our Parent rating, a crucial element in evaluating how well a fund will serve investors in the long run.

A version of this article first appeared in the November 2019 issue of Morningstar FundInvestor. Download a complimentary copy of FundInvestor by visiting the website. 

Since our enhanced methodology rollout in November, we are now publishing fund company Parent ratings on a five-level scale instead of three. We've moved from ratings of Negative, Neutral, and Positive to Low, Below Average, Average, Above Average, and High.