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Morningstar Mutual Fund Ratings

The following sources are recommended by a professor whose research specialty is Morningstar mutual funds.


Six Superlative Sources

· Blake, Christopher, and Matthew R. Morey, 2000, "Morningstar Ratings and Mutual Fund Performance." The Journal of Financial and Quantitative Analysis, September, 35, 3, 451-481.

· Blume, Marshall, 1998, "An Anatomy of Morningstar Ratings." Financial Analysts Journal, March/April, 19-27.

· Khorana, Ajay, and Edward Nelling, 1998, "The Determinants and Predictive Ability of Mutual Fund Ratings." The Journal of Investing, November, 61-66.

· Morey, Matthew R., 2000, "The Morningstar Mutual Fund Star Ratings: What Investors Should Know." TIAA-CREF Research Dialogue, July.

· Sharpe, William, 1998, "Morningstar Performance Measures." Financial Analysts Journal, July/August, 21-33.

· Warshawsky, Mark, Mary DiCarlantonio, and Lisa Mullen, 2000, "The Persistence of Morningstar Ratings." The Journal of Financial Planning, September, 110-121.

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"The Infography about Morningstar Mutual Fund Ratings"
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