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The Morningstar Rating for a fund is a starting point for evaluating a fund’s Overview risk-adjusted performance but it is also important to consider the consistency of a fund’s performance over time so you understand whether investors can rely on regular
Morningstar estimates where it will fall before giving it a more permanent category assignment When necessary Morningstar may change a category assignment based on recent changes to the portfolio The driving principles behind the classification system are as follows:
× Process of breaking down a portfolio’s return into components that can be identified with types of decisions × Stock Selection × Sector and Industry Allocation
Morningstar has data available This data point defaults to the trailing three-year period (which is the default time period for all custom calculated data) but the user may select a different time period The highest monthly return of the investment since its inception or for as long as Best Month End Date Morningstar has data available
Morningstar supports global categories which map into nine global broad category groups (Equity Allocation Convertibles Alternative Commodities Fixed Income Money Market Property and
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Morningstar DirectSM Data Point List 4 Data Point AU CA CE ETF EU HF HK/CH INX MM OE SA VAF VA/L VP AG IM Tax Analysis (cont ) After-Tax Ret Post-Liq Cat 10 Yr = == = =
Morningstar tRx Onboarding Guide Welcome to Morningstar Total Rebalance Expert (tRx) This platform helps you Overview streamline your business with efficient rebalancing and portfolio management
Morningstar’s monitoring services are designed for portfolio managers analysts and traders in CMBS or the commercial real estate marketplace Our services include a web-based monitoring tool that provides access to Morningstar’s proprietary credit analysis on thousands of CMBS loans properties and securities