Learn How Changes to the Analyst Ratings Methodology Effect You

The Morningstar Analyst Ratings Methodology change will be launching in November, 2019. This change will impact mutual funds, exchange-traded funds and other managed investments. We believe that these enhancements to our methodology and reporting capabilities will better support our mission to empower investor success.

In this report, you will learn:
  • The aggregate impact of the change.
  • The average change some funds will experience.
  • Once implemented, we do not expect the updated methodology to result in more-frequent ratings changes than now.
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