In addition to Morningstar Star Ratings, Morningstar Analyst Ratings can add value to your investment proposition with objective, detailed fund analysis. Morningstar analysts assign a Morningstar Analyst Rating to funds using a five-point scale ranging from Gold to Negative. Analysts rate funds on a relative basis, against a pan-European and Asian universe of funds in a similar peer group. The ratings scale is unique from other firms because it includes negative ratings which allow analysts to assess and rate poor funds, as well as good funds.
To see if a fund has received a Qualitative Rating, open the fund in an Investment List, Portfolio, Model Portfolio, or in the Research universe. Change the view to: Morningstar Ratings and Grades and scroll to the right to Morningstar Analyst Rating:
To view a rated fund’s Analyst Rating report, go to an Investment List, Portfolio, Model Portfolio or the Research unvierse: Right click on the fund’s name and select Reports>Global Fund Report:
The report will open in a new window which you can save to your computer, post to a client’s Web-Portal, or print:
Read more about Morningstar Analyst Ratings by clicking here