How the Morningstar Quantitative Rating Can Help Avoid Inferior Funds

Though ratings systems traditionally aim to help identify the best possible investments, investor outcomes can also be substantially improved by simply eliminating the most poorly performing funds. In this study, we show how the Morningstar Quantitative Rating system can distinguish fund quality and help investors deselect inferior ones.

In this report, you will learn:
  • Comprehensive data on the performance of different fund groups
  • Variations in returns among categories and rating quintiles
  • Considerations for rating a fund based on age

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