Register to Read Our Qualitative Fund Research

From July 7, you will need to be registered to read our qualitative fund research--registration is fast and free

Morningstar 09.07.2010
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If you actively invest in funds or you advise your clients on such matters, you’ll likely be familiar with Morningstar’s Qualitative Fund Research. In addition to our quantitative Star Ratings, our fund analysts have assigned more than 1,000 funds across Europe qualitative ratings that range from Elite to Impaired, and our coverage continues to grow. Morningstar qualitative ratings and fund research reports are completely independent and assessment is based on five key areas: People, Parent, Process, Price and Performance. Read more on our ratings methodology here.

The research takes the form of an in-depth four-page PDF report aimed at professional investors and a summarised HTML report suitable for individual investors. Both have been available to readers of as we grew the fund research business, but from July 7 advisers and institutions interested in benefitting from our in-depth PDF reports will need to access them via other products.

Institutional investors can access the PDF reports via Morningstar Direct—the most complete and timely link to Morningstar’s global investment database and analytics. Click here for a free trial. Preview an example of the PDF version of our fund research report here.

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