Morningstar Fund Analyst Research and Ratings

A strong foundation for your fund investing

Morningstar delivers ratings and independent analyst-driven research to help you evaluate a fund and its potential role in an investment portfolio. Driven by a team of approximately 100 fund analysts worldwide, we identify the strengths and weaknesses of a fund by examining three key pillars—people, process, and parent.

    Morningstar Fund Analyst Research and Ratings

    • What Is the Difference Between Our Ratings?

      What Is the Difference Between Our Ratings?

      The Morningstar Medalist Rating™ (represented as a shield) expresses Morningstar's forward-looking analysis of a fund. The Morningstar Rating™(commonly known as the star rating) is a numeric assessment of a fund's past performance. Compare Our Fund Ratings

    • The Morningstar Analyst Rating™ Scale

      The Morningstar Medalist Rating™ Scale

      The Medalist Rating is Morningstar’s forward-looking, analyst- and quantitatively-driven ratings system that is expressed with Gold, Silver, Bronze, Neutral, and Negative indicators. The Medalist Rating unifies Morningstar analyst insights and processes with scalable machine learning models. Compare Our Fund Ratings

    • Morningstar Sustainability Rating™ for Funds

      Morningstar Sustainability Rating™ for Funds

      The Morningstar Sustainability Rating™ for Funds helps investors understand the vulnerability of their investment portfolios to environmental, social, and governance (ESG) factors.
      Read More on ESG Investing

    • Research for Professional Investors

      Research for Professional Investors

      Professional investors can access our fund research reports and discuss them directly with Morningstar's expert fund analysts, via Morningstar Manager Research Services and other Morningstar products and services. More Information.

    • How to Use the Morningstar Analyst Rating

      How to Use the Morningstar Medalist Rating

      You can read about your current investment portfolio or narrow down the options for new investments on Morningstar.co.uk. The Medalist Rating appears in most performance tables and as a filter in many of the website's tools. Select a rating icon to view the summary research report.

    • Analyst Research Methodology:  The Three Pillars

      Analyst Research Methodology: The Three Pillars

      Morningstar evaluates funds based on three key pillars—people, process, and parent. By looking at these three factors, our analysts have a broad view of what makes a fund successful over the long term. View Ratings Overview.

    The Morningstar Analyst Rating™ Scale

    The Morningstar Analyst Rating™ Scale
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