Morningstar confirms fund rating changes post methodology change

Jonathan Boyd
clock • 2 min read

Morningstar has published the new ratings of funds affected by the recent changes to its methodologies used for Analyst Rating and Quantitative Rating output. Announced in July 2019, the changes were described as "setting a higher bar for funds to earn a Gold, Silver, or Bronze rating and also doubling down on fees. The Analyst Ratings will also be tailored to individual fund share classes, taking fee differences into account. Morningstar will make accompanying updates to the Quantitative ...

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Jonathan Boyd
Author spotlight

Jonathan Boyd

Editorial Director of Open Door Media Publishing Ltd, and Editor of InvestmentEurope.

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