The Five Pillars of Morningstar Manager Research 

For more than 30 years, Morningstar analysts have been providing independent, qualitative written research on mutual funds.

The research has always aimed to provide insights into funds’ sustainable advantages and forward-looking perspective into how they might behave in a variety of market environments, helping investors choose superior funds, maintain realistic performance expectations, and manage their portfolios more wisely.

Morningstar evaluates funds based on five key pillars— Process, Performance, People, Parent, and Price—which its analysts believe lead to funds that are more likely to outperform over the long term on a risk-adjusted basis.

Our Morningstar analysts explain the methodolgy further in the video below.

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