Morningstar Rating & Peer Analysis is a tool that illustrates the specific data behind the rating and the exact rating values. Using these values the strong and weak periods for a specific fund are compared to other similar funds within the same Morningstar category. The tool offers the user a unique opportunity to analyse and increase the quality of a fund line up compared to a selected peer group.

Morningstar Rating & Peer Analysis content in basis module:

• Historical Ratings
• Rating X-Ray

"Overview" offers an intuative overview concerning the development in the historical ratings and the quality of the offered fund product mix but also if the development and direction is turning to a better or weaker position in the market. At the same time it is easy to identify strengh or weakness in the fund products offered relatively to the European market and the selected peer group.

In the Rating X-Ray you will find all relevant data concerning Morningstar Rating. The latest rating is shown including the exact rating values clearly indicating the funds close to move 1 star up or down.

The return rank for the month of 36, 35 and 34 are shown because these placings are to be deleted in the coming rating calcs. and thus be important for coming rankings.

Fund returns and risk (standard deviations) are also included relatively to other comparable funds in the category. Cost which is part of the rating methodology is shown by the key figs like Initial fee (buy fee), TER and Management fee..