Morningstar Quantitative Rating Analysis Explained

VIDEO: What is the Morningstar quantitative rating and how can machine-learning help investors in choosing funds? Morningstar's Tim Strauts explains

Karen Wallace 24 March, 2021 | 8:50AM
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Karen Wallace: Investors have come to rely on Morningstar's forward-looking analyst ratings as crucial inputs for screening investments and making buy and sell decisions. The Morningstar quantitative rating for funds greatly expands the number of funds that receive medal ratings. And now, we've enhanced those quantitative ratings by adding written reports that help investors understand the fund's potential risks and rewards and why the fund receives the rating it does.

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Karen Wallace

Karen Wallace  Karen Wallace, CFP® is Morningstar’s director of investor education.

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