5 star bond funds
[DOC File]Gauging Risk and Return Together, Part 2 - bivio
https://info.5y1.org/5-star-bond-funds_1_797b0f.html
Within each Morningstar Category, the top 10% of funds receive five stars, the next 22.5% four stars, the middle 35% three stars, the next 22.5% two stars, and the bottom 10% receive one star. Funds are rated for up to three time periods--three-, five-, and 10 years--and …
[DOC File]Dear Client: - Morningstar, Inc.
https://info.5y1.org/5-star-bond-funds_1_2aabbe.html
There are a considerable number of 4 and 5-star funds trading at discounts, which seems to disprove the strength of Morningstar’s ratings as a predictor of NAV discounts/premiums. There is a noticeable outlier on this graph, a 1-star fund with a NAV premium over 40%. This represents the Thai Fund, a fund that invests exclusively in Thai equities.
[DOC File]Jason C - NYU
https://info.5y1.org/5-star-bond-funds_1_02f4fd.html
It is common for a mutual fund family to proudly advertise that one of its funds or possibly several funds have "received 5 stars from Morningstar". One study1 found that as much as 90% of new money invested in stock funds in 1995 went to funds with 4-star or 5-star ratings.
[DOC File]Dear Client: - Morningstar Log In
https://info.5y1.org/5-star-bond-funds_1_d266e6.html
To assign star ratings, we subtract each fund's risk score from its return score and then rank all of the funds in a group by the resulting number. The top 10% of funds receive 5 stars, the next 22.5% receive 4 stars, the middle 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive a single star.
Bond Funds Ranked 4- and 5-Stars by Morningstar
For municipal bond funds, Morningstar also obtains from fund companies the average effective duration. In these cases static breakpoints are utilized. These breakpoints are as follows: (i) Limited: 4.5 years or less; (ii) Moderate: more than 4.5 years but less than 7 years; and (iii) Extensive: more than 7 years.
[DOC File]Morningstar's Risk-adjusted Ratings
https://info.5y1.org/5-star-bond-funds_1_623f86.html
Oct 11, 2017 · In fact, only 2% of all funds since January 1, 2017 will have a more than 5-percentage point change in their bond asset allocation. Clients will benefit from these enhancements in Morningstar Direct, Morningstar Office, Morningstar Advisor Workstation, Morningstar data feeds, and nearly all Morningstar information products.
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