November 2, 2017

In an article entitled The Morningstar Mirage, The Wall Street Journal recently took aim at Morningstar with a disparaging article about the efficacy of their mutual fund rating system. Morningstar quickly fired back a rebuttal stating that the company never claimed that its rating system is predictive of future performance, despite its widespread use as a means for selecting mutual funds. Rather than opine on their debate, we thought this would be a good opportunity to share some of the results of our multi-year research on quantitative screening methods that have proven to be predictive.

Read the article