Morningstar Methodologies for rating funds, stocks, ETFs and corporate bond ratings

Ever wonder how Morningstar determines its ratings for funds, stocks, ETFs and corporate bonds?

The most recent Morningstar Library Edition,* alerts us that Morningstar methodologies for rating funds, stocks, ETFs and corporate bonds are now available under the Help & Education page of the Morningstar database, which GGU students and faculty can access through the University Library database pages. You can also access the methodolgies from the callout box icon on the data pages themselves, or from the Morningstar Rating Tab on the "left side navigation bar for all stocks, funds, and ETFs. From there you can get the Star Ratings and access the data definitions." Quote is from Morningstar Investment Research Center E-Newsletter by Susan Dziubinski Vol. 9, Issue 8 July 13, 2010


Following is an excerpt from this Morningstar Library Edition,

"The Help & Education page contains documents that explain the rationale and calculations that make up the Morningstar Ratings for funds, stocks, ETFs, and corporate bonds. You can find these PDFs in the lower right corner of the Help & Education page, just below the glossary."

"Ratings methodologies vary for each investment type: Mutual fund ratings are calculated very differently than stock ratings. Each document will explain how the rating works and what that means for investors. The ratings have one common theme: They range from one to five stars, except for the Bond Ratings, which use a scale from AAA down to B.

"Another way to get the information on Morningstar Ratings and measures is on the data pages themselves. For example, you'll notice on a stock's quote page that there is a callout box set beside the Morningstar proprietary terms. This allows you to get the definition by just clicking on the icon. There is also a Morningstar Rating tab on the left-side navigation bar for all stocks, funds, and ETFs. From there you can get the Star Ratings and access the data definitions."

Excerpt is from
*Morningstar Investment Research Center E-Newsletter by Susan Dziubinski Vol. 9, Issue 8 July 13, 2010

For more information and guidance on using Morningstar for GGU related research, GGU students and faculty are encouraged to contact your friendly GGU Ulib librarians. You can stop by the reference desk, call 415 442-7244, e mail askalibrarian@ggu.edu, or IM us from the University Library homepage, LibGuides, or Facebook Page. We are here for you.