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How Our Medalist Funds Have Performed

To mark the one-year anniversary of the Morningstar Analyst Rating for Funds, we look at how they've done so far.

Has it been a year already?

A year ago we launched our Morningstar Analyst Ratings for Funds. Moving from picks and pans, we adopted a five-tiered medal system with Gold ratings at the top, then Silver, Bronze, Neutral, and Negative. These medals are based on our view of a fund's long-term prospects for strong risk-adjusted performance. Essentially we are looking for funds with more competitive advantages than disadvantages. If the advantages and disadvantages cancel each other out, then we’ll likely rate a fund Neutral. If the disadvantages outweigh the advantages, we may rate it Negative.

To mark the analyst ratings’ one-year anniversary we’ll take a look at their record since their launch. Because one-year is too-short a time period for a definitive judgment, we’ll also look at our analysts’ recommendations' longer-term results, treating our former Fund Analyst Picks like Gold-rated funds.

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About Author

Russel Kinnel  Russel Kinnel is Morningstar's director of mutual fund research.

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