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Nadine Youssef | nadine.youssef@morningstar.com |
, offers investors a free and unparalleled resource for data
on more than 2,400 share classes of more than 500 open-ended
mutual funds domiciled in Mexico. The site also includes
access to a number of fund research tools, including:
• Morningstar® QuickrankTM: A fund database quick search
capability that allows investors to review key statistics,
including price, performance, management, and costs on the
wide universe of funds available on the site.
• Morningstar® Fund Screener™: A filtering tool that enables
users to search for funds based on parameters such as
category, parent company, investing style, return, risk, and
rating.
• Morningstar® Portfolio Manager™ Tool: An in-depth
investment tracking tool that lets users monitor the growth
of any combination of funds in an investment portfolio over
time.
• Morningstar® Fund Compare™: A side-by-side investment
comparison of up to five funds at a time, including details
of fund performance, portfolio, and management data.
"Our goal is to provide investors with the data and analysis they need to make informed investment decisions," said Alejandro Ritch, chief executive officer for Morningstar Mexico. "Our introduction of ratings for Mexican funds, coupled with the launch of our investing website, will help investors sort through different investing options with easy-to-use analytical tools."
The Morningstar Rating for funds, or star rating, is a quantitative, backward-looking measure that calculates historical performance based on risk- and cost-adjusted returns to help investors better compare a fund's performance with that of its peers. Morningstar places funds into peer groups under the Morningstar CategoryTM classification methodology, which organizes funds based on their holdings and is customized for the Mexican fund universe. Morningstar will calculate a star rating for all share classes of Mexican equity funds and for retail share classes of Mexican fixed-income funds for which Morningstar has at least 36 months of consecutive returns data. Morningstar launched the Morningstar Rating for funds in 1985 and currently assigns the quantitative rating to more than 74,000 open-end mutual funds worldwide.
Investors can find the Morningstar Rating for funds in Morningstar Direct™, the company's web-based global research platform for institutional investors; Morningstar® Essentials™, a web-based toolkit for licensing Morningstar statistics; and , the new website for individual investors in Mexico.
For more information about the Morningstar CategoryTM classification system for portfolios domiciled in Mexico, please visit .
About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent
investment research in North America, Europe, Australia, and
Asia. The company offers an extensive line of products and
services for individuals, financial advisors, and
institutions. Morningstar provides data on approximately
330,000 investment offerings, including stocks, mutual funds,
and similar vehicles, along with real-time global market data
on more than 5 million equities, indexes, futures, options,
commodities, and precious metals, in addition to foreign
exchange and Treasury markets. Morningstar also offers
investment management services through its registered
investment advisor subsidiaries and has more than $167
billion in assets under advisement and management as of Sept.
30, 2011. The company has operations in 26 countries.
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©2012 Morningstar. All Rights Reserved.
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