Welcome to the new sg.morningstar.com! Learn more about the changes and how our new features help your investing success.

Morningstar Analyst Rating for Funds

The Morningstar Analyst Rating is a forwarding looking rating, which includes three positive ratings, one neutral rating and one negative rating.

Morningstar Analyst Rating for Funds

The Morningstar Analyst Rating is the summary expression of our forward-looking, qualitative analysis of a fund. This is unlike our backward-looking, quantitatively-driven Morningstar Rating (often referred to as the “star rating”), which assigns one to five stars based on a fund’s past risk- and load-adjusted returns versus category peers. Morningstar Analyst Ratings are assigned globally on a five point scale, with three positive ratings of Gold, Silver and Bronze, one Neutral rating and one Negative rating. The ratings reflect the level of analyst conviction in funds’ ability to outperform the most relevant benchmark and/or peers on a risk-adjusted basis over the long term. The ratings should be interpreted as follows:

 

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Member.

Register For Free

About Author

Morningstar Analysts   -

Audience Confirmation


By clicking "accept" I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See "Cookie Consent" for more detail.

  • Other Morningstar Websites
© Copyright 2020 Morningstar, Inc. All Rights Reserved.      Terms of Useund      Privacy Policy.
© Copyright 2020 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy        Cookies