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INSIGHTS – HEADERS – Introducing The New Morningstar Medalist Rating Into FE Analytics 1820X375

Introducing the new Morningstar Medalist Rating into FE Analytics

The Morningstar Medalist Rating is now available in FE Analytics, allowing you to quickly filter and identify funds which, according to Morningstar’s assessment, have the potential to outperform their Morningstar Category index after fees. 

The Morningstar Medalist Rating is the result of combining the Analyst and Quantitative Ratings, merging forward-looking qualitative and quantitative analysis into one rating system. It is a five-tier rating system that ranks funds from Gold to Negative, with Gold, Silver, and Bronze indicating that the fund may outperform the market in the long term.

Using FE Analytics to research Morningstar Medalist Ratings

The Morningstar Medalist Ratings are available within multiple areas of FE Analytics, allowing you to utilise them across many aspects of your process.

Custom Table 

Build Custom Tables based on the Morningstar Medalist Rating from either the Quick Find, the Field in the Pricing and General Information, or the Rating section of the Performance Characteristics. The final results will give you a table that includes the Fund, Citicode, and the Morningstar Medalist Rating. 

Alert Manager

Easily monitor the portfolios you build and stay up to date with any changes by setting up an alert via Alert Manager to notify you of any changes to the Medalist Ratings of your chosen funds. You will receive a notification if any changes occur and, of course, you can modify the alert any time you wish.  

Are you ready to get started?

Join the 3,900 financial advice firms who are currently using FE Analytics. Get in touch with the team today for a demo or a free trial.