Morningstar's Star Rating for Canada-Domiciled Funds

While the Morningstar Rating for Funds, or star rating, is not intended to predict funds' future performance, investors across Canada have come to rely on the star rating, as they have a tendency to tilt the odds in the favour of the investor and can be a good starting point for further research. Looking at the last 10 years, this report is a summary of how the rating is calculated as well as an objective critique of the star ratings within the Canada-domiciled fund and ETF space.

In this report, you will learn:
  • How the Morningstar Rating for Funds is calculated
  • Over the last 10 years, whether funds with higher star ratings on average outperformed those with lower star ratings.
  • The performance of 5-star funds during the 2020 pandemic sell-off
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