MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
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MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Thursday, December 1, 2005 Morningstar Creates Rating with Retirement Plan Investors in Mind Morningstar is tweaking its fund ratings to better suit investors in retirement plans. The Chicago-based fund tracker will start providing ratings for load-waived A shares later this month. The new rating will add to Morningstar’s original A share rating, which reflects the maximum front-end load. Don Phillips, managing director at Morningstar, explained that the load-waived A share rating will help these investors evaluate the impact of front-end loads. The Chicago-based investment research firm said the new rating is aimed at retirement plan participants who invest in A shares and investors who qualify for breakpoints. Morningstar assigns ratings of one to five stars based on how well the mutual funds performed compared with those that have the same investment style and focus. Printed from: MFWire.com/story.asp?s=10926 Copyright 2005, InvestmentWires, Inc. All Rights Reserved |