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Rating:<i>NY Times</i> Evaluates Morningstar and S&P Fund Ratings Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, January 09, 2012

NY Times Evaluates Morningstar and S&P Fund Ratings

News summary by MFWire's editors

Morningstar's just landed some extra national exposure for its new, forward-looking, mutual fund rating system. On Saturday the New York Times' Robert Hershey highlighted Morningstar's new analyst ratings, comparing it to different systems from Standard & Poor's and Lipper.

The article offers an overview of all three systems.

The NYTimes emphasized the predictive nature of S&P's system and of Morningstar's analyst ratings, when compared with performance-centric systems like Morningstar's star ratings.

The S&P system draws on S&P's recommendations regarding the individual investments inside of a given mutual fund, recommendations based on S&P's expectations for an investment's returns over the next twelve months.

Meanwhile, the Morningstar analyst ratings come from five pillars, including backward-looking performance, as well as more forward-looking areas like people, process, parent and price.

Vanguard founder Jack Bogle, Morningstar fund analysis director Karen Dolan, and S&P's lead mutual fund ratings developer, Todd Rosenbluth, all weighed in for the article. 

Edited by: Neil Anderson, Managing Editor


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