• Do Morningstar Ratings predict risk-adjusted equity mutual fund performance? - The Skilled Investor's FUND AUTHORITY SCORES ...
  Do Morningstar Ratings predict risk-adjusted equity mutual fund performance? - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, Morningstar Ratings have demonstrated some modest predictive information about performance. However, most individual investors will probably be very surprised about what kind of predictive information the stars provide. The stars have been a mild predictor of inferior performance. However, investors act as if the stars predict superior future performance, when in reality they seem to contain no such information.
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• Do mutual fund Morningstar Ratings changes influence individual investors? - The Skilled Investor's FUND AUTHORITY SCORES fo...
  Do mutual fund Morningstar Ratings changes influence individual investors? - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, An analysis of the flow of investments into and out of mutual funds demonstrated a direct relationship between Morningstar Rating changes and investor reactions. Morningstar ratings upgrades resulted in positive abnormal mutual fund investment inflows, and downgrades caused lower than normal inflows or increased outflows. The dollar effects of ratings involving 4 and 5 stars we the strongest.
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• Do the new Morningstar star ratings predict superior mutual fund performance? - The Skilled Investor's FUND AUTHORITY SCORES...
  Do the new Morningstar star ratings predict superior mutual fund performance? - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, Compared to its old system, early data indicates that Morningstar’s new star ratings system may have some performance predictability. However, the new stars may just be a proxy for fund costs. Instead of using the stars, investors should use costs to screen funds, which are a more direct and proven indicator of future fund performance.
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• Does it pay to trade when the Morningstar Rating of a mutual fund changes? - The Skilled Investor's FUND AUTHORITY SCORES fo...
  Does it pay to trade when the Morningstar Rating of a mutual fund changes? - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, A study found that active trading when Morningstar Ratings changed lead to positive pre expense returns at all levels of star ratings changes. However, the “excess” returns to these strategies did not hold up once associated expenses were considered. Expenses for monitoring, trading, and paying taxes and loads easily outweighed any positive returns to these strategies.
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• High Morningstar Ratings can lure you into mutual funds with costly sales loads - The Skilled Investor's FUND AUTHORITY SCOR...
  High Morningstar Ratings can lure you into mutual funds with costly sales loads - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, A loaded fund with a high star rating can cloud an investor’s judgment. A loaded fund with a 4 or 5 star rating is not likely to retain its high rating in the future. While loaded funds with high star ratings are good for sales advisor/agents on commission, they may not be the best funds for you.
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• How Morningstar Ratings for mutual funds are used as a marketing tool - The Skilled Investor's FUND AUTHORITY SCORES for Mut...
  How Morningstar Ratings for mutual funds are used as a marketing tool - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, Mutual fund companies seem to exploit “four and five star only” investor beliefs. Advertising practices by mutual fund families are selective concerning which mutual fund star ratings they will advertise. You would be challenged to find any mutual fund family that advertises its one or two star rated funds, and the advertisement of a three star fund is infrequent.
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• How stable have Morningstar Ratings for mutual funds been over time? - The Skilled Investor's FUND AUTHORITY SCORES for Mutu...
  How stable have Morningstar Ratings for mutual funds been over time? - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, Morningstar Ratings have been quite unstable over time. If an investor buys a 4 or 5 star rated fund and expects it to stay that way, he is likely to be surprised.
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• How the new Morningstar Ratings for mutual funds have been determined since mid-2002 - The Skilled Investor's FUND AUTHORITY...
  How the new Morningstar Ratings for mutual funds have been determined since mid-2002 - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, As of June 30, 2002, Morningstar, Inc. began to use significantly revised methods to define its star ratings for mutual funds. This article summarizes Morningstar’s new Morningstar Rating* methods as defined in its publications.
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• Morningstar DataLab
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• Morningstar Ratings should be used with caution - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > M...
  Morningstar Ratings should be used with caution - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, Investors appear to use the five star Morningstar Rating system as a shorthand metric to identify supposedly superior funds. Unfortunately, the stars do not seem to identify funds with persistently superior future performance. However, the stars may help to identify inferior funds that are more likely to continue to perform poorly in the future.
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• Morningstar Stocks, Mutual Funds, Investing and Personal Finance
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• Morningstar U.S. Research Documents
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• Mutual Fund Rating Services - Morningstar Star Ratings - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and E...
  Mutual Fund Rating Services - Morningstar Star Ratings - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs - Financial Articles, Morningstar's star ratings are very widely used by investors and their advisors to simplify securities selection decisions. Articles in this section will help investors to understand better the utility of these star ratings.
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• The quality of the old mutual fund Morningstar Ratings prior to mid-2002 - The Skilled Investor's FUND AUTHORITY SCORES for ...
  The quality of the old mutual fund Morningstar Ratings prior to mid-2002 - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, From 1985 to 2002, increasingly large numbers of individual investors directed billions of their investments dollars into funds that scored higher according to the old Morningstar Rating system. Morningstar has said that its old star ratings system had serious flaws.
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• What does Morningstar Inc say its mutual fund stars can do? - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds ...
  What does Morningstar Inc say its mutual fund stars can do? - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, Morningstar has stated variously that its stars can help investors a to diversify, b to identify fund managers who add value, c to distinguish between similar funds, d to easily interpret past fund performance, e to make it easier to build a portfolio, and f to provide a more intuitive measure of historical risk adjusted returns.
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• What does Morningstar Inc say its mutual fund stars cannot do? - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Fun...
  What does Morningstar Inc say its mutual fund stars cannot do? - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, Morningstar has stated that its stars cannot provide a single fund screening and selection measurement nor predict future mutual fund performance. Morningstar’s position on performance prediction contrasts with the actions of many mutual fund investors who apparently believe that the star rating system has predictive powers.
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• What might be wrong with buying a mutual fund with a 4 or 5 star Morningstar Rating? - The Skilled Investor's FUND AUTHORITY...
  What might be wrong with buying a mutual fund with a 4 or 5 star Morningstar Rating? - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, The star ratings are oversimplified. Many investors and their advisors use the stars as their primary decision criterion and as shorthand for fund selection. Alternate, more sophisticated approaches are available, which are more likely to lead to optimal returns.
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