Now, Analysis to go with the MQR

The MQR Analysis report will help investors understand why a fund is given a specific rating

Ian Tam, CFA 23 March, 2021 | 2:11PM

mqr

In 2018, Morningstar launched the Morningstar Quantitative Ratings (MQR) for funds for the UK Market. And now, we are launching an analysis report to go with it, a written analysis that will help investors contextualize the existing MQR.

Morningstar’s Quantitative Rating (MQR) is distinct from our “Star Rating.” Where the Star Rating is a backwards-looking view of after-fee risk adjusted performance, the MQR is our assessment of a fund’s ability to outperform peers in the future.

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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

Ian Tam, CFA  Iam Tam, CFA is Director of Investment Research at Morningstar Canada. 

 

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