Best Morningstar Coupon Codes

A downgrade doesn’t necessarily mean you should sell your investment. Think of it as an opportunity to reassess whether it’s still the best choice for you.

The performance compare feature is available on our quote pages to compare different security types (Fund Quote Page > Performance > Show Interactive Chart).

They have removed the one-page fund PDF report from Morningstar.com. If you’re a financial professional, you can find a FINRA-approved version of the one-page fund PDF report in our professional products. To learn more, contact their sales team.

The changes they are making to their Analyst Rating make it a better gauge of which funds will perform well in the future, as opposed to rewarding those that performed well in the past. They believe a fund’s performance assessment is most meaningful when it takes place within the context of a broader evaluation of its investment process, people, and parent firm. Their research has found that these are the three most predictive pillars, so they are refocusing their rating around them. A thorough assessment of a strategy’s process, people, and the parent then yield an assessment of how likely it is to outperform its peers.

Share classes represent different ways fund companies package their product. The basic product is the “strategy”— which is what you probably think of as “the fund.” For example, American Funds Growth Fund of America is a strategy. American Fund Growth Fund of America has many share classes that are represented by unique tickers; for instance, the ticker for the A-share class of the strategy is AGTHX; a no-load share class is GFAFX, and one of the share classes designed for use in retirement plans is RGAGX.