Morningstar Will Enhance Medalist Rating Methodology for Improved Investment Insights
Morningstar, Inc. (MORN)
US:NASDAQ Investor Relations:
shareholders.morningstar.com/investor-relations/default.aspx
Company Research
Source: Business Wire
CHICAGO--(BUSINESS WIRE)--Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced its plans to enhance the methodology of the Morningstar Medalist Rating™, its comprehensive forward-looking rating for managed investments.The Morningstar Medalist Rating is a five-tier system designed to evaluate an investment strategy's potential to outperform a relevant index or peer group over the long term. Ratings are assigned on a scale from Gold to Negative based on an evaluation of how much value a managed investment can add compared to its assigned benchmark after fees and three pillars—People, Process, and Parent—that determine Morningstar’s conviction in a particular investment strategy.The enhancement, which will begin to take effect on Oct. 29, 2024, refines Morningstar's framework for forecasting future returns but maintains the same process for assigning ratings. Using historical data, the updated framework introduces a more precise ass
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MORN
Sec Filings
- 11/22/24 - Form 4
- 11/20/24 - Form 4
- 11/20/24 - Form 4
- MORN's page on the SEC website