Críticas del WSJ a Morningstar

En un amplio estudio el WSJ critica la clasificación (cuantitativa) que Morningstar hace de los fondos de inversión

Los títulos de MORN cayeron al cierre 4.65% en el mismo día que presentaba buenos resultados trimestrales

https://www.wsj.com/articles/the-morningstar-mirage-1508946687

""Millions of people trust Morningstar Inc. to help them decide where to put their money. From pension funds to endowments to financial advisers to individuals, investors rely on Morningstar’s star ratings to help divide $16 trillion among America’s mutual funds, in much the way shoppers use Amazon’s ratings to pick products.

A lot of these investors, and the people paid to guide them, take for granted that the number of stars awarded to a mutual fund is a good guide to its future performance.

By and large, it isn’t.

The Wall Street Journal tested Morningstar’s ratings by examining the performance of thousands of funds dating back to 2003, shortly after the company began its current system. Funds that earned high star ratings attracted the vast majority of investor dollars. Most of them failed to perform. Of funds awarded a coveted five-star overall rating, only 12% did well enough over the next five years to earn a top rating for that period; 10% performed so poorly they were branded with a rock-bottom one-star rating.... ""

Y respuesta de Morningstar

http://beta.morningstar.com/articles/831740/setting-the-record-straight-on-our-fund-ratings.html

Además Morningstar el inversor tiene otras referencias principalmente en Alemania y Uk para ver análisis y clasificación de los fondos

https://funds.scopeanalysis.com/portal (antigua Feri)

https://www.fww.de/de/loesungen/ueberblick

CityWire

Fundspeople

http://www.lipperleaders.com/

https://www.trustnet.com/fund/price-performance/o/ia-unit-trusts?sortby=P36m&sortorder=desc