Morningstar for mutual funds and ETFs – WHAT YOU MUST KNOW!

Morningstar: analyze mutual funds and ETFs

If you invest in investment funds , chances are you ‘ve seen and heard the term Morningstar before. But what exactly is Morningstar? And what can you do with it? You can read it in this blog!

What is Morningstar?

Morningstar is an independent company. The company conducts research for companies and individuals. For investors, Morningstar is an interesting website to easily gain insight into fund houses and to easily compare investment funds . You can view a lot of information on the website about investment funds, but also about ETF funds. For example, you can view historical returns, download annual accounts and see how an investment fund or ETF is divided. These are a few examples, you can view much more.

Morningstar is popular among investors for that reason. You can find information about investment funds, ETFs, stocks and bonds. The Morningstar website is used a lot for investment funds and ETFs in particular.

To make it easy to compare investment funds, Morningstar has developed various ratings:

Morningstar rating
Analyst rating
Sustainability rating

Mutual funds and the Morningstar rating

Mutual funds and ETFs are rated on Morningstar. They are rated based on how well a fund is performing. The rating is based on factors such as:

The achieved return
The costs of the fund
The risks associated with the fund
Stars are awarded based on these factors.

Where 5 stars is the best score and 0 stars is the worst.

Funds and the Morningstar Analyst Rating

In addition to the Morningstar rating, there is also the Morningstar Analyst Rating. This rating is determined by expert opinions. In addition to the factors of the Morningstar rating, aspects such as the fund house, the managers, the process and the long-term return are also considered.

This score is not recognized by the stars, as is the case with the Morningstar Rating, but is expressed in shields.

ETFs and mutual funds with the Morningstar Sustainability rating

The Morningstar Sustainability rating is a score that shows how investment funds and ETFs score on environmental, social and governance issues. The rating takes into account ESG criteria . The rating was introduced in 2016 and the rating is indicated on a scale of 1-5 with globes.

Use Morningstar to find the best mutual funds and ETFs

Morningstar’s insights and ratings are available for both mutual funds and ETFs. Would you like to read more about mutual funds or ETFs? Then take a look at our extensive knowledge base about mutual funds or ETFs .

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