METHODOLOGY News & Analysis

We share the changes and provide a helpful example.

Morningstar’s fund analyst research provides insights into a fund’s sustainable advantages and forward-looking perspectives into how the...

Morningstar's analysts apply a consistent, rigorous, and proven global methodology which focuses on long-term fundamental valuation, competitive...

The model for the fixed income style box is based on the two pillars of fixed-income performance: interest-rate sensitivity and credit quality.

Morningstar's sector structure is more logical, allows for intelligent diversification, and makes it easier to understand the decisions being made by...

Morningstar’s qualitative manager research aims to determine which investments deserve the attention of investors and which do not.

Morningstar manager research analysts produce their analysis for the benefit of investors, advisors, and institutions, not asset managers.

Morningstar is a recognised and trusted name in global investment, serving financial advisers, asset management firms, retirement plan providers,...

The Morningstar Category classification system is a valuable referencing system to make fund selection efficient.

By providing an easy-to-understand visual representation of fund characteristics, the Morningstar Style Box allows informed comparisons and...