First, some background. Morningstar provides data on nearly all publicly listed mutual funds and assigns the quantitatively driven Morningstar Rating to those with at least a three-year performance record. We take a closer look at a subset of the mutual fund universe by assigning one of our analysts to undertake a comprehensive review. That's a time-intensive process requiring a meaningful commitment of resources, so we focus most of our attention on those funds holding a significant amount of investor assets. Our analyst research on funds is available to Morningstar.com Premium Members and supports the new Morningstar Analyst Rating, which is available to you for free.
How We Decide What Funds to CoverFund analysts are often asked how we decide what funds receive full analytical reports. In addition, we're frequently asked to add other funds to that list. So, how do we decide what ones to focus on? Our goal at Morningstar is to help investors make better decisions, so we look to cover funds that are relevant to investors. That leads us to three groups: the industry's largest funds, those garnering investor assets rapidly, and smaller ones offering compelling strategies or strong management teams... read more.
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