The Morningstar Parent Rating Report

For investors looking to assess asset management companies, Morningstar assigns these firms Parent ratings, which take a closer look at an asset manager’s investment culture and commercial practices. Out of the 350+ firms that Morningstar analysts have rated, just over half of the firms earn Average Parent ratings, and across the five ratings a firm can be assigned, trends have emerged that can be helpful indicators for investors to know when choosing mutual funds.

This report examines the Parent Pillar of the Morningstar Medalist Ratings, including the Parent rating framework, the distribution of Parent ratings across the asset management firms covered within the Morningstar universe, and detailed analysis of portfolio management teams and their strategies. Download the report to learn how parent rating funds can inform your investment decisions.