如何进入晨星基金网站
About Morningstar
Morningstar, Inc. is one of the world's leading investment research firms, operating across North America, Europe, Australia, and Asia. It serves individual investors, investment advisors, fund management companies, retirement plan sponsors, and institutional investors in the private equity sector.
How to Access Morningstar Fund Website
- Considerations at the Fund Manager and Fund Company Level
- Chinese Morningstar Fund Website
- Accessing the Morningstar Website
- Recommended Morningstar Funds
- Morningstar Fund Awards
1. Professional experience of the fund manager: When selecting an active fund, it is important to assess the track record of the fund manager. Specifically, focus on the current fund manager's tenure, as this period reflects the performance under their management.
1. Morningstar China's fund assessment: Morningstar China evaluates index funds based on the "Morningstar Risk-Adjusted Return" factor. Funds are ranked in descending order: the top 10% receive 5 stars, the next 22.5% receive 4 stars, the middle 35% receive 3 stars, the subsequent 22.5% receive 2 stars, and the last group receives 1 star.
1. Upon entering the Morningstar website, click on the "龙虎榜" (Dragon and Tiger List) button to access the respective page. The screenshot below illustrates the filtering panel of the Dragon and Tiger List.
1. Pure Bond Type: Fuguo Credit Bond, Fund Manager: Huang Jiliang, with 8 years and 103 days of professional experience, achieving an average annual return of 5.65%. Nominee: Yifangda Pure Bond, Fund Manager: Zhang Yajun, with 6 years and 325 days of professional experience, achieving an average annual return of 7.98%.
1. Morningstar Fund Awards selection process: Compared to the extensive list of winners from other major fund companies, only a limited number of funds are nominated for Morningstar Fund Awards each year. In this edition, a total of 2,786 public funds were considered, with 13 funds making it to the nomination list, and ultimately, only 5 funds receiving the award.
Conclusion
Accessing the Morningstar Fund website requires considering factors such as the fund manager's experience and reputation, as well as exploring the Chinese Morningstar Fund website for fund evaluations. Once on the website, users can navigate to specific sections like the Dragon and Tiger List or explore recommended Morningstar funds. The Morningstar Fund Awards recognize exceptional funds, with a rigorous selection process resulting in only a few funds receiving this prestigious accolade.