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

    Morningstar's Stewardship Grade Scores Big

    Morningstar's service gives investors an idea how well fund companies are safeguarding their interests.
  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.
  3. Investing

    Mutual Fund Investment Quality: Conclusion

    Check in here for an overview of mutual fund investment quality and how to find it.
Frequently Asked Questions
  1. What are the primary differences between a closed end investment and an open end investment?

    Learn what the primary differences are between open-end investments and closed-end investments, and the implications for ...
  2. Why is Ireland sometimes referred to as a tax haven?

    Learn why Ireland is a desirable location for corporations, how low the country's tax rate is and what taxation and economic ...
  3. What is the history of binary options?

    Discover the history of binary options trading, which is now one of the fastest growing investment market vehicles available ...
  4. How did Richard Branson make his fortune?

    Learn how Virgin Group tycoon Richard Branson earned his billions. Follow his journey from Virgin Records to the corporate ...
Trading Center