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Tag: Morningstar Ratings

5 years ago
Morningstar’s Revamped Ratings Deliver Hit to Active Funds

The rating agency Morningstar has spruced up its rating system, which “hasn’t proved to be very predictive for future performance and volatility” and has “lost its luster because of the…

7 years ago
Morningstar Incorporates Artificial Intelligence into New Ratings

Earlier this month, Morningstar introduced new quantitative ratings that will cover more than 10,000 funds and ETFs. The system will use both machine learning and artificial intelligence to “learn from…

8 years ago
Bloomberg's Kaissar Weighs-In on Morningstar Fund Ratings

In a recent article, Bloomberg columnist Nir Kaissar challenges the rationale of a Wall Street Journal article suggesting that Morningstar mutual fund ratings lead investors to “assume erroneously” how those…

8 years ago
Some Thoughts On Improving the Predictive Value of Morningstar's Ratings

By Jack M. Forehand (@practicalquant) —  The Wall Street Journal article last week that called into question the predictive value of Morningstar star ratings has caused a lot of debate…

9 years ago
Morningstar Ratings and Future Fund Performance

In a recent paper published by the firm’s quantitative research team, the Morningstar Rating, also known as the “star rating”, is summarized and evaluated with respect to accuracy. Morningstar now…

Recent Original Research
June 5, 2025
Ten Top High Shareholder Yield Stocks
Shareholder yield gives investors a comprehensive view of how companies deliver value to shareholders compared to their market value through three primary channels. Companies can distribute cash directly to shareholders through dividend payments from their earnings. They...
June 4, 2025
The Best Sector of 2025? Why Industrials Are...
Through the end of May, the industrial sector has quietly emerged as one of the top performers in the market. The Industrial Select Sector SPDR ETF (XLI) currently leads all major sector ETFs in year-to-date performance -...
June 3, 2025
Top Dividend Aristocrats – June 2025
Dividend Aristocrats are S&P 500 companies that have increased their dividend payments for at least 25 consecutive years. Currently, fewer than 70 companies meet this criteria across various sectors of the economy. This extended period of dividend...
June 3, 2025
The Power of Dividend Growth Stocks: How Growing...
Dividend growth investing focuses on companies that consistently increase their dividend payouts, offering investors a growing income stream and potential for capital appreciation. This strategy can be particularly effective in combating inflation and building long-term wealth. What...
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