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How Morningstar's Analyst Ratings for Index Funds Have Performed
A version of this article previously appeared in the November 2019 issue of Morningstar ETFInvestor. It's important to measure the performance of the Analyst Ratings, not only to gauge their efficacy, but also to identify ways we might improve them. A previous study published by Jeff Ptak, Morningstar's global head of manager research, showed that the Analyst Ratings for mutual funds performed fairly well from December 2011 to March 2019.
https://finance.yahoo.com/m/52781e5...fd22/how-morningstar's-analyst.html?.tsrc=rss
A version of this article previously appeared in the November 2019 issue of Morningstar ETFInvestor. It's important to measure the performance of the Analyst Ratings, not only to gauge their efficacy, but also to identify ways we might improve them. A previous study published by Jeff Ptak, Morningstar's global head of manager research, showed that the Analyst Ratings for mutual funds performed fairly well from December 2011 to March 2019.
https://finance.yahoo.com/m/52781e5...fd22/how-morningstar's-analyst.html?.tsrc=rss
