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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 31
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.
Blog
5 mins

Comparing the Largest 150 US Fund Families

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.
Jeffrey Ptak addressed fund fees, passive investing, and disclosure standards before Congress. Here’s what advisors should know.
Blog
4 mins

What Morningstar Told Congress About Fund Fees and Investor Outcomes

Jeffrey Ptak addressed fund fees, passive investing, and disclosure standards before Congress. Here’s what advisors should know.
Blog
5 mins

Singapore's Equity Reforms: Active vs. Passive, Flows, and Finding Real Skill

Blog

How Morningstar Ratings Affect Fund Flows and Investor Behavior

Download this report now to explore the relationship between fund flows and the Morningstar Medalist Rating.
Research
28 mins

The Link Between Morningstar Ratings and Fund Flows

Download this report now to explore the relationship between fund flows and the Morningstar Medalist Rating.
The 529 College-Savings Plan Landscape report shows that 529 plans across the US are cheaper, better, and more versatile than ever.
Research
26 mins

Morningstar's Annual 529 Plan Updates

The 529 College-Savings Plan Landscape report shows that 529 plans across the US are cheaper, better, and more versatile than ever.
Blog
5 mins

Cost Advantage and Economic Moats: What to Know

Blog
4 mins

Active or Passive? The Question Investors Keep Asking

We reevaluated Economic Moat Ratings for 132 companies where we felt AI could be disruptive. Learn which ones had their ratings downgraded or upgraded.
Research
72 mins

AI Impact on Business Moats

We reevaluated Economic Moat Ratings for 132 companies where we felt AI could be disruptive. Learn which ones had their ratings downgraded or upgraded.