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Looking Forward to Changes to Our Forward-Looking Ratings
We’re enhancing the Morningstar Analyst Rating and Morningstar Quantitative Rating to make them even more useful to investors.
Morningstar Category Definition
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio.
The Morningstar Rating for Funds
The Morningstar Rating for mutual funds, commonly called the "star rating," brings both performance and risk together into one evaluation.

Investment Screening

Sustainable Funds
Morningstar's highest rated sustainable funds.
Morningstar Indexes
Morningstar Indexes are designed to help guide investors

Tools

Fund Screener
Use this screener tool to find fund that meet your search criteria
Investment Compare
Morningstar’s comparison module enables the side by side appraisal of multiple investments at once.
Portfolio Manager
Create, track and analyse your portfolios.
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