Morningstar rating changes

Morningstar Quantitative Rating methodology is changing to better capture the alpha you're paying for in your funds, among other enhancements

Ruth Saldanha 4 November, 2019 | 1:58AM

 

 

Ruth Saldanha: Starting the 31st of October we at Morningstar are changing the way we assign the Morningstar Quantitative Rating for funds. And we are also enhancing the Morningstar sustainability rating. We have changed the methodology that we follow, setting a higher bar for funds to earn a Gold, Silver or Bronze rating, and we are doubling down on fees. To discuss the changes, Madison Sargis, Morningstar's Associate Director of Quantitative Research is here with us today.

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Ruth Saldanha

Ruth Saldanha  Ruth Saldanha is Senior Editor at Morningstar.ca