Essays about: "Morningstar Rating System"

Found 2 essays containing the words Morningstar Rating System.

  1. 1. Sustainable Funds : Performance of funds in Sweden

    University essay from Stockholms universitet/Finansiering

    Author : Dylan Moradi; Gabriel Fransson; [2021]
    Keywords : ;

    Abstract : This thesis studies the performance of sustainable actively managed funds and sustainable passively managed funds by taking the returns of funds and risk-adjusting it with the help of alpha. Focus will be on sustainable funds with a rating of over three globes on the Morningstar rating system of which at least 85 percent of the holdings must be in Sweden. READ MORE

  3. 2. Aim For The Stars : Is it worth paying higher fees for funds within the Morningstar RatingTM system

    University essay from IHH, Redovisning och finansiering

    Author : Samir Cherro; Fadilj Sadiku; [2011]
    Keywords : Mutual Fund Performance; Morningstar Rating System; Total Expense Ratio; Risk-Adjusted Performance;

    Abstract : Morningstar is an independent provider of investment research and provide information on approximately 380 000 investment offerings about mutual funds. Morningstar are most known for their “star” rating system, which rates funds from the lowest 1-star to the highest 5-stars. READ MORE