Essentially, Morningstar compares every equity fund against the S&P 500 Index and every bond or fixed-income fund against the Lehman Brothers Aggregate Index.

Risk Ratings of Mutual Funds. Risk Value takes a value ranging between 1 and 7. 1 represents the lowest degree of volatility, and 7 the highest.

The Morningstar RatingTM is a quantitative assessment of a fund's past performance—both return and risk—as measured from one to five stars. It uses focused ...

Yet, despite both the theory and the evidence, most mutual fund performance ratings score index funds as average. (as of December 2009, 54% of all stock and ...

Each fund is rated in the range of 5 stars to 1 star (5 being the best in category). The stars are allocated using a percentile ranking as explained below.

Our methodology for CRISIL Mutual Fund Ranking (CMFR) is based on global best practices. · CMFR covers various categories across equity, debt and hybrid asset ...

Value Research fund rating is a convenient composite measure of both returns and risk. This single measure combines the Value Research Fund Risk Grade and ...

Morningstar assigns a one- to five-star ranking to each mutual fund or ETF on a peer-adjusted basis. Every single metric is relative and risk-adjusted. Peer ...

27 нояб. 2023 г. · CRISIL assigns ranks to mutual funds based on its analysis. Rank 1 is the topmost rank for the top 10 percentile, followed by rank 2 of the next ...