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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

Background
The Morningstar RatingTM for funds, often called the “star rating”, debuted in 1985 and was quickly embraced by investors and advisors.

Using an easily-identifiable scale from one to five stars, Morningstar Ratings™ have helped investors and their advisors make more fully-informed decisions about fund managers and their funds, and build and manage better investment portfolios.

What It Means for Investors
The Morningstar RatingTM is a quantitative assessment of a fund’s past performance—both return and risk—as measured from one to five stars. It uses focused comparison groups to better measure fund manager skill. As always, the Morningstar RatingTM is intended for use as the first step in the fund evaluation process. A high rating alone is not a sufficient basis for investment decisions.

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