Our New Quant Analysis Helps Fund-Seekers Explore Far and Wide

New analysis means the Morningstar Quantitative Rating for funds can now help investors better in choosing the best funds for their needs

Karen Wallace 23 March, 2021 | 2:11PM

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Investors have come to rely on the Morningstar Analyst Rating to help them find suitable funds with great prospects. The analyst-written reports that accompany these medal ratings provide an in-depth discussion of a fund’s risks and potential rewards, strengths, and weaknesses to help investors size up the attractiveness and suitability of an investment.  

In 2018, we expanded the number of funds that receive medal ratings by launching the Morningstar Quantitative Rating for Funds. But something was missing. Unlike the ratings assigned by the analyst team, quantitatively rated funds lacked written analysis to help investors better understand the fund's potential risks and rewards, and why the fund receives the rating it does.  

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

About Author

Karen Wallace  Karen Wallace is an editor with Morningstar.

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