1. Fund I-Q No.8: Favorable Analytics
  2. Scoring Fund Analytical Commentary

By Richard Loth (Contact | Biography)

This is the entry we need to complete in the Fund Investment-Quality Scorecard for an analysis of a mutual fund's analytical commentary:



A mutual fund's stewardship grade is found in the upper left-hand corner of a Morningstar fund report under the heading, "Governance and Management." For investment quality, letter grades of 'A' and 'B' are generally considered to be positive. Letter grades of 'C' or less are substandard. (For more insight, read Morningstar's Stewardship Grade Scores Big.)

The Analyst Pick notation in Morningstar's fund report is found in the center at the very top of the page. A "yes" response to this data point makes the fund a top-rated selection, or very positive in terms of its investment quality. A "no" response should not necessarily be interpreted negatively - the fund simply did not make the cut in the elite Analyst Pick circle.

In the "Morningstar's Take" section, look for commentary that is indicative of a positive level of investment quality.

If the fund in question has been commented on by some other reliable investment information source other than Morningstar, take note of this as well and record it here.

Return to the Main Menu.
Proceed to the Conclusion.


Related Articles
  1. Investing

    Analytical Commentary On A Fund

    Independent fund investment research is the key to finding investment quality in a mutual fund.
  2. Investing

    Morningstar's Trifecta: An Easy Way To Select Mutual Funds

    These three pieces of Morningstar's trifecta can help you understand the quality of mutual funds.
Frequently Asked Questions
  1. Who are Monsanto's main competitors?

    Learn about Monsanto Company's two main operating divisions and its main competitors within each sector, including The Mosaic ...
  2. What is an assumable mortgage?

    The purchase of a home is a very expensive undertaking and usually requires some form of financing to make the purchase possible. ...
  3. Do I have to complete all exams within a certain period of time to receive the CFA charter?

    According to the CFA Institute, a candidate can take as much time as necessary to complete all three levels of the CFA program.Therefore, ...
  4. What is a reasonable amount of debt?

    It really depends on numerous factors - what stage of life you are at, your spending and saving habits, the stability of ...
Trading Center