What’s Your Fund Company’s

Firm-Wide Fund Rating?

The Morningstar Quantitative Rating for funds is an extension of the Morningstar Analyst Rating for funds, which provides an analyst’s forward-looking assessment of a fund’s ability to outperform its peer group on a risk-adjusted basis over a full market cycle. Learn how you can use the Morningstar Quantitative Rating to calculate a firm-wide rating based on the average rating of your company's funds.

In this report, you will learn:

  • How to calculate a firm-wide rating

  • Why a firm-wide rating is important

  • How to track changes in a firm's average weighting