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.

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Proceed to the Conclusion.


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