What is the star rating? The Morningstar Rating for funds, often called the star rating, is a purely quantitative, backward-looking measure of a fund’s past performance, measured from one to ...

Equity prices had significant predictive power for luxury sales before the pandemic; 59% lagged correlating with luxury ...

The Morningstar ESG Risk Rating for Funds rates the overall ESG risk in a fund portfolio relative to its peer group. It can be useful for investors who seek to understand and manage the ESG ...

Or find and compare securities using comprehensive performance and valuation metrics alongside our trusted investment ratings. Morningstar has spent more than three decades helping everyday investors ...

A review of our moat rating changes last year highlights industries under pressure and what makes a quality business today.

Financial services firm Morningstar (MORN) has come out with a batch of new top-rated stocks that it says are undervalued in the current ...

Today we’re going to look at two small-cap ASX shares that our analysts thought offered five-star value at recent price ...

The Morningstar analyst notes that although Nio has kept its breakeven target for the 4QFY2025, he is less optimistic.

This past year has been yet another in which high-momentum stocks lagged behind the market. Momentum stocks are those with the best trailing-year returns. Though over the last century a portfolio of ...

HTGC announced that Morningstar DBRS (“DBRS”) has upgraded ... and conservative balance sheet leverage support the credit rating upgrade. The stable trend anticipates that Hercules Capital ...

today announced that Morningstar DBRS (“DBRS”) has upgraded Hercules’ investment grade credit and corporate rating to BBB (high) from BBB with a trend revision from Positive to Stable ...