Controversy Level

The Controversy Level measures how often and how severely a company is involved in serious social or environmental issues, such as labor disputes, data breaches, or environmental damage. Companies are rated from Low to Severe, which helps calculate a fund’s overall Controversy Level.

Controversy Level range. — The Morningstar Controversy Level assigns a rating of Low (1), Moderate (2), Significant (3), High (4), and Severe risk (5).

Controversy Level beneath text label. — The Controversy Level may be displayed on its own.

Controversy Level in data table. — The Controversy Level may be displayed in tables or other data visualizations.

Controversy Level inline with header text. — Don’t use the Controversy Level in stock or fund headers.

Controversy Level with minimum recommended sizing. — Recommended minimum size for both on screen (px) and in print display (pt)

Controversy Level in color. — For standalone applications, apply color with hex value #A50032 to the Controversy Level.

Controversy Level in black. — For tabular applications, use Neutral 100 (Black) for the rating.

Controversy Level locked up with text. — Recommended proportions for locking up the artwork with the verbal rating

Controversy Level within clear space. — Recommended minimum clear spacing around the rating when paired with its verbal rating

Controversy Level with inline text alignment. — The verbal rating cap height should match the cap height of surrounding inline text. The minimum inline space is equal to a third of the cap height.

Controversy Level in inverse order with text. — Don't rearrange the order of the text and artwork.

Controversy Level in color with drop shadow. — Don’t apply drop shadows, gradients, or other decorative treatments to the Controversy Rating.

Usage in Text

Always write out the official name, Morningstar Controversy Level, on first reference. “Controversy Level” is acceptable for subsequent references.

Controversy Level

Morningstar Low Carbon Designation

Sectors