![]() ![]() ![]() A fund with a “Gold” rating distinguishes itself across the five pillars and has garnered the analysts' highest level of conviction. The Analyst Rating scale ranges from Gold to Negative, with Gold being the highest rating and Negative being the lowest rating. The approach serves not as a formula but as a framework to ensure consistency across Morningstar's global coverage universe. The Analyst Rating ultimately reflects the analysts' overall assessment and is overseen by Morningstar's Analyst Rating Committee. Analysts consider quantitative and qualitative factors in their research, and the weighting of each pillar may vary. Morningstar's analysts use this five-pillar evaluation to identify funds they believe are more likely to outperform over the long term on a risk-adjusted basis. Morningstar evaluates funds based on five key pillars, which are process, performance, people, parent, and price. ![]() It is a subjective evaluation performed by the mutual fund analysts of Morningstar, Inc. Effective Date 03/11/21 The Morningstar Analyst Rating is not a credit or risk rating. ![]()
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