Title
Topic
Content Type
Morningstar Analyst Rating for Separately Managed Accounts and Collective Investment Trusts: Fact Sheet
By Morningstar Fund Analysts  | 19 November 2018

Details about ratings on these vehicles.
In Search of Management Skill
Methodology Document
Individual
Advisor
Fund Buyer
Morningstar Global Geographic Segment Methodology
By Morningstar  | 14 November 2018

Morningstar’s goal for this data set is to consistently provide country level geographic segment data that can be used to calculate a company or portfolio’s economic exposure to different geographic regions.
In Search of Management Skill
Methodology Document
Advisor
AM Sales & Marketing
Fund Buyer
Revenue Exposure by Region
By Morningstar  | 14 November 2018

Fund-level calculation methodology.
In Search of Management Skill
Methodology Document
Advisor
AM Sales & Marketing
Fund Buyer
2018 Health Savings Account Landscape
By Leo Acheson  | 12 November 2018

In this paper, which builds upon our first-ever evaluation of HSAs in June 2017, we evaluate and rank 10 of the largest HSA plans available to individual investors and articulate what we consider best industry practices.
Retirement Readiness
Saving
Research Paper
Individual
Morningstar UK Closed End Fund Peer Groups and Indexes
By Morningstar  | 08 November 2018

Methodology for the Morningstar UK closed end fund peer groups and category index calculations.
Methodology Document
Individual
Advisor
Morningstar US Closed End Fund Peer Groups and Indexes
By Morningstar  | 08 November 2018

Methodology behind the Morningstar US closed end fund peer groups and calculation on peer group indices.
Methodology Document
Individual
Advisor
Interpreting the Morningstar Sustainability Rating Changes
By Madison Sargis  | 08 November 2018

Morningstar has updated the methodology underlying the Morningstar Sustainability Rating, effective Nov. 8, 2018.
ESG/Sustainable Investing
Align Principal & Agent Interests
Research Paper
Advisor
Fund Buyer
Morningstar Strategic Beta and Index Strategy Attributes Methodology
By Ben Johnson, Dayna Doman  | 07 November 2018

The following document explains the circumstances under which Morningstar considers funds and the indexes they track eligible for collection of Index Strategy, Index Weighting, and Strategic Beta Group. The document also details how assignment is determined and regularly reviewed. This document represents Morningstar’s position on the subject; it is not a summary of local regulations.
ETFs
Low Cost Investing
Methodology Document
Advisor
AM Sales & Marketing
Fund Buyer
Morningstar Rating Analysis of European Investment Funds Q3 2018
By Thomas Furuseth, Ali Masarwah  | 01 November 2018

This quarterly report is designed to compare managed fund ranges across asset managers and domiciles in Europe by aggregating their Morningstar ratings.
In Search of Management Skill
Medalists
Performance
Research Paper
Individual
Advisor
AM Sales & Marketing
Fund Buyer
Morningstar Sustainability Rating for Funds Methodology
By Madison Sargis  | 31 October 2018

In 2018, we will enhance the current methodology for the Morningstar Sustainability Rating to better account for intentionality of including sustainability within the fund's process.
ESG/Sustainable Investing
Align Principal & Agent Interests
Methodology Document
Advisor
Fund Buyer
Buy Side (Equity/Credit)
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