Morningstar manager research methodology
investing
Morningstar Guide to Investing: Part II
Learn how to use Morningstar's data, tools and research to reach better financial outcomes
Mark LaMonica, CFA | 04 July 2019
investing
Morningstar Style Box
The Morningstar Style Box gives financial advisers, investors, and fund managers a way to understand quickly the positioning of a share fund.
Morningstar.com.au | 25 July 2022
investing
Standard Deviation and Sharpe Ratio
Investors use the standard deviation of historical performance to try to predict the range of returns that is most likely for a given investment.
Morningstar.com.au | 25 July 2022
investing
Morningstar Rating™ Methodology
Morningstar Ratings for Australian funds are based on a risk-adjusted return quantitative measure, in line with Morningstar’s global ratings methodology.
Morningstar.com.au | 26 July 2022
investing
Morningstar® Category Definitions
The Morningstar Category classification system is a valuable referencing system to make fund selection efficient.
Morningstar.com.au | 26 July 2022
investing
Morningstar Ratings 2.0
Morningstar manager research analysts produce their analysis for the benefit of investors, advisors, and institutions, not asset managers.
Christopher J. Traulsen, CFA | 26 July 2022
investing
Morningstar Manager Research Overview
Morningstar’s qualitative manager research aims to determine which investments deserve the attention of investors and which do not.
Morningstar.com.au | 26 July 2022
investing
Morningstar Analyst Rating for Funds
Morningstar’s fund analyst research provides insights into a fund’s sustainable advantages and forward-looking perspectives into how the fund is likely to behave in a variety of market environments.
Morningstar.com.au | 26 July 2022
investing
Morningstar Fixed Income Style Box Methodology
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.com.au | 26 July 2022