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2. Morningstar Rating for Funds - Wikipedia

   en.wikipedia.org/wiki/Morningstar_Rating_for_Funds

   The Morningstar Rating for Funds, or the Star Rating, debuted in 1985, a year after Morningstar was founded. The 1- to 5-star system, "looks at a fund's risk-adjusted return based on its performance over three, five and 10 years and on its volatility. The highest rating of five stars is bestowed on the 10 percent of funds that perform the best ...

3. Portfolio Visualizer Tool Options for Financial Advisors

   www.aol.com/finance/portfolio-visualizer-tool...

   SmartAsset: Portfolio Visualizer Tool Options for Financial Advisors. FundVisualizer allows advisors to compare ETFs, mutual funds and indexes either head-to-head or within portfolios. This stand ...

4. Morningstar, Inc. - Wikipedia

   en.wikipedia.org/wiki/Morningstar,_Inc.

   Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, and was founded by Joe Mansueto in 1984. It provides an array of investment research and investment management services. With operations in 29 countries, Morningstar's research and recommendations are considered by financial journalists as influential ...

5. Morningstar Rating for Stocks - Wikipedia

   en.wikipedia.org/wiki/Morningstar_Rating_for_Stocks

   Like the Morningstar Rating for Funds, the rating is applied in the form of stars. [4] According to Newsday, “A five-star rating is given to a stock if fair value is 30 percent or more above current market price, four stars if it is 10 percent to 30 percent above, and three stars for fair value 10 percent either side of price. A two-stars ...

6. Performance attribution - Wikipedia

   en.wikipedia.org/wiki/Performance_attribution

   The Brinson-Fachler methodology underpins many public performance attribution analyses. Morningstar, for example, includes a whitepaper on their mode of employing the Brinson-Fachler methodology. Morningstar is known for its analysis of long-only mutual funds, but the Brinson-Fachler analysis is also applicable to hedge ranking funds.

7. Morningstar Analyst Rating - Wikipedia

   en.wikipedia.org/wiki/Morningstar_Analyst_Rating

   The Morningstar Analyst Rating debuted in 2011 as a qualitative rating assigned by Morningstar's team of manager research analysts for funds under their coverage. This forward-looking metric is analyst-driven, and is considered an aptitude test of a fund manager's capabilities in a specific strategy. [1]