Empowering Investor Success

Empowering Investor Success

It takes money to make life better, to fund education, to buy a home, to take a vacation, to retire. We are here to help you achieve your real life goals, to help you make better investment decisions, to empower your success. Thank you for choosing Morningstar.ca

    Morningstar Basics

    • The Morningstar Quantitative Rating for Funds

      The Morningstar Quantitative Rating for funds is powered by a machine-learning model that leverages the same decision-making processes and data our analyst staff uses to create their ratings. See this data in action on the Analyst tab of the Fund report pages.

    • The Morningstar Fair Value Estimate

      The Morningstar Fair Value Estimate tells investors what the long-term intrinsic value of a stock is, helping them see beyond the present market price.

    • The Morningstar Economic Moat Rating

      The Morningstar Economic Moat Rating represents a company's sustainable competitive advantage. A company with an economic moat can fend off competition and earn high returns on capital for many years to come.

    • The Morningstar Rating for Stocks

      The Morningstar Rating for stocks can help investors uncover stocks that are truly undervalued, cutting through the market noise.

    • Investing for the First Time

      The Morningstar Rating for Funds

      The Morningstar Rating for Funds, often called the Star Rating, is a data-driven rating that measures how well a fund has performed compared to similar funds.