Morningstar ratings

With a long track record of helping bring clarity to the investing world, our rating systems cut through complexity to help investors and financial professionals make well-informed decisions.  

Morningstar ratings are a reliable, easy first step in the process of evaluating different investments. We cover a wide range of areas—funds, stocks, portfolios, and credit—and will work to continue innovating in response to investor demand and evolving market conditions.  

An illustration representing different Morningstar ratings.

300K
Mutual fund share classes covered
1K+
Researchers across stocks, credit ratings, managed investments, and more
40K
Public companies covered

Fund and portfolio ratings

Stock ratings

ESG ratings

Credit ratings

Investing frameworks and tools

Frequently asked questions

All investments involve risk, including the loss of principal. There can be no assurance that any financial strategy will be successful.

Morningstar, Inc.'s general copyright disclosure includes the following:

The information, data, analyses and opinions contained herein (1) include the confidential and proprietary information of Morningstar, (2) may not be copied or redistributed, (3) do not constitute investment advice offered by Morningstar, (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and (5) are not warranted to be correct, complete or accurate. Except as otherwise required by law, Morningstar shall not be responsible for any trading decisions, damages or other losses resulting from, or related to, this information, data, analyses or opinions or their use.

All statistics above are sourced from Morningstar’s 2024 Annual Report with data as of December 2024.