The most foundational elements of smart investing include managing your risk and conducting due diligence on your portfolio.  Our free Morningstar Research has new sections to support these concepts for ETF and Mutual Funds.

Here’s what’s new:

Sustainability

• Morningstar Sustainability Rating helps you measure how well your portfolio holdings manage their ESG (Environmental, Social, Governance) risk.

• Morningstar Historical Sustainability Score: A weighted average of the trailing 12 months of Morningstar Sustainability Scores.

Crowd Sense

This research will help you gain a broader picture of investment popularity and places it in the context of the underlying appeal of the investment.

With Signals, you can identify which investments might be overhyped based on investors’ preferences compared with a measure of an investment’s quality. 

Signal Indicators include:

• Attention: Depicts the level of investor interest in an investment

• Appeal: This rating helps to identify an investment’s quality.  It is based on Morningstar qualitative and quantitative forward-looking ratings.

•  Attention Trend: Portrays an investment’s attention relative to other investments at a point in time.