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Investment Ratings Insights

A rapidly changing investing world may complicate informed decision-making. Morningstar’s investment ratings cut through complexity with independent, data-driven analysis across funds, stocks, portfolios, and credit.

Our ratings are a reliable start in the screening process. Here, find step-by-step guides and key considerations to compare and evaluate investments.

Showing 1 to 12 out of 41
Join us on Sept. 9 to discuss the history of faith-based investing, what's typically included and excluded from portfolios, and the biases that exist across sectors and industries.
Webinar
60 mins

Register Now: The Growing Market of Faith-Based Investing

Join us on Sept. 9 to discuss the history of faith-based investing, what's typically included and excluded from portfolios, and the biases that exist across sectors and industries.
Hear from Morningstar analysts on how they rate 529 plans, including their assessment of investment options, plan oversight, and fees.
Webinar
60 mins

Watch: Inside Morningstar’s 529 Ratings Methodology

Hear from Morningstar analysts on how they rate 529 plans, including their assessment of investment options, plan oversight, and fees.
Understand the algorithmic Medalist Rating, how it differs from analyst-assigned ratings, and the key factors behind Morningstar’s fund pillar scores.
Blog
5 mins

Fantastic Medalist Rating Data Points and Where to Find Them

Understand the algorithmic Medalist Rating, how it differs from analyst-assigned ratings, and the key factors behind Morningstar’s fund pillar scores.
Learn about the metrics that Morningstar uses to evaluates fund managers for the People Pillar of the Morningstar Medalist Rating.
Blog
5 mins

New Tools for Investment Team Evaluation

Learn about the metrics that Morningstar uses to evaluates fund managers for the People Pillar of the Morningstar Medalist Rating.
Learn how Morningstar’s Parent Pillar data points evaluate asset managers, including brand retention, firm-level investment quality, and stability.
Blog
5 mins

Four New Ways to Screen for Top Fund Families

Learn how Morningstar’s Parent Pillar data points evaluate asset managers, including brand retention, firm-level investment quality, and stability.
Discover how Morningstar Ownership Breadth helps investors assess bond liquidity risk by showing how widely a portfolio’s bonds are held across the market.
Blog
11 mins

Who Else Owns My Bonds?

Discover how Morningstar Ownership Breadth helps investors assess bond liquidity risk by showing how widely a portfolio’s bonds are held across the market.
Discover Morningstar’s insights on AI investing, from infrastructure spending and software disruption to valuations, risks, and long-term opportunities.
Blog
7 mins

Investment Opportunities in AI: Valuations, Infrastructure, and Growth

Discover Morningstar’s insights on AI investing, from infrastructure spending and software disruption to valuations, risks, and long-term opportunities.
We expect revenue at the top 16 biopharma firms we cover to grow at a 4.3% compound annual growth rate through 2030.
Blog

Biopharma Industry Trends: Drug Innovation and Patent Risk in 2026

We expect revenue at the top 16 biopharma firms we cover to grow at a 4.3% compound annual growth rate through 2030.
Explore Morningstar’s comprehensive economic moat analysis of 600+ companies, including wide economic moat stocks, and more in our report. Download now.
Research

Morningstar’s 2026 Economic Moat Review

Explore Morningstar’s comprehensive economic moat analysis of 600+ companies, including wide economic moat stocks, and more in our report. Download now.
Morningstar’s 2026 US Auto Dealer Landscape provides an in-depth assessment of current and projected trends and profitability challenges within the automotive sector.
Research

US Auto Dealer Landscape 2026: Economic Moats, Market Pressures, and the Road Ahead

Morningstar’s 2026 US Auto Dealer Landscape provides an in-depth assessment of current and projected trends and profitability challenges within the automotive sector.
In this session, we unpacked where recent market volatility creates attractive entry points in AI—and where markets are getting it wrong.
Webinar
45 mins

Revealing “Hidden Gems” and “False Friends” in Artificial Intelligence Investments

In this session, we unpacked where recent market volatility creates attractive entry points in AI—and where markets are getting it wrong.
The ESG Commitment Level is a qualitative measure from Morningstar that provides investors with an understanding of asset managers' ESG ambitions. Find out how the world's largest asset managers perform in sustainable investing.
Research

The Morningstar ESG Commitment Level Landscape

The ESG Commitment Level is a qualitative measure from Morningstar that provides investors with an understanding of asset managers' ESG ambitions. Find out how the world's largest asset managers perform in sustainable investing.