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Morningstar Rating for funds

The Morningstar rating for funds, often called the star rating, is the data-driven rating that measures how well a fund has performed compared to similar funds. It is a purely quantitative, backward-looking measure of a fund’s past performance, measured from one to five stars. Get an introduction to the Morningstar rating for funds with Morningstar Ratings 101.

Morningstar Medalist Rating

The Morningstar Medalist Rating is a forward-looking system that aims to predict funds’ performance versus a relevant benchmark index or peer group. It takes the form of Gold, Silver, Bronze, Neutral, and Negative, with higher ratings denoting our conviction in a fund’s ability to outperform and lower ratings indicating a lack of conviction. Learn why we've recently enhanced Morningstar's Medalist Rating.

Morningstar Sustainability Rating

Morningstar’s Sustainability Rating helps users to better gauge the risk a fund could face from environmental, social, and governance factors. This rating evaluates the overall ESG risk in a fund relative to its peer group, so investors can manage the ESG implications of their investments. Learn more about the Morningstar Sustainability Rating.

Where to find our fund ratings:

Screener
Watchlists
Portfolios
Fund quote pages
Ratings changes
Investment lists across Morningstar.com

Access to all our ratings requires a subscription to Morningstar Investor. Start a free trial to unlock all our insights.

Mutual fund quote page

Learn how to locate and gain insights from Morningstar.com’s mutual fund quote pages.
ETF quote page

Learn how to locate and gain insights from Morningstar.com’s exchange-traded fund (ETF) quote pages.
Fund family data

Learn the basics of fund family data, including where you can find it on Morningstar.com.

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