Fund Ratings

We upgraded three outstanding funds.

Plus, other Morningstar Medalist Rating highlights from April.

Our recent methodology update has altered the ratings landscape and increased transparency for investors.

We simplified the pillar calculations by basing them on the same kind of data Morningstar analysts consider when qualitatively rating strategies.

A closer look at the big funds, with some notable upgrades.

This week, Morningstar is simplifying its Medalist Rating.

Nearly 30 managers will leave the firm, setting off changes affecting 96 strategies.

These growth-focused ETFs earn Morningstar’s top rating. Here’s what sets them apart.

Even promising funds can tumble following significant changes or persistent vulnerabilities.

Plus, other Morningstar Medalist Rating highlights from March

Plus, other Morningstar Medalist Rating highlights from February.

Morningstar Parent ratings show what sets the best asset managers apart.

When the captain leaves the ship, it doesn’t always spell trouble, but it raises questions about continuity and oversight.

Plus, other Morningstar Medalist Rating highlights from January.

Here are some of my favorite long-term investments.

Plus, other Morningstar Medalist Rating highlights from December.

We’re making it clearer how we evaluate expenses and streamlining the rating’s algorithmic components.

Plus, other Morningstar Medalist Rating highlights from November.

The latest round includes some promising, but untested, offerings.

Plus, other Morningstar Medalist Rating highlights from October.