Morningstar ESG Risk Rating
The Morningstar ESG Risk Rating, formerly the Morningstar Sustainability Rating, measures how well the companies in a fund manage their environmental, social, and governance (ESG) risks compared to their peers.
Funds are rated on a 1- to 5-globe scale. Funds with high ESG risk relative to their category peers would receive 1 globe, whereas 5 globes would represent low ESG risk.
Don’t remove the unearned globes from the large-format version.
Don’t add unearned globes to the small-format version.
The Morningstar ESG Risk Rating may be displayed on its own.
The Morningstar ESG Risk Rating may be displayed in tables or other data visualizations.
Don't use the large version for tabular applications.
Don’t use the rating in stock or fund headers.
Apply color with the hex value of #1268B3 to the large-format globes. Lower the opacity for unearned globes; never remove them.
Apply Neutral 100 (Black) to the small-format globes.
Don’t change the color of the large-format globes.
Don’t render the small-format globes in color.
Recommended minimum clear spacing for all variants.
The rating should match the cap height and baseline overshoot of round letterforms like “G.” The minimum inline space is equal to a third of the cap height.
Do align the rating flush left.
Don’t align the rating flush right.
At 16px or pts, spacing between the globes should be 10% the width of a single globe. To improve legibility, slightly increase tracking below 16px/pt and decrease it above.
Don’t apply drop shadows, gradients, or other decorative treatments to the globes.
Usage in Text
Always write out the official name, the Morningstar ESG Risk Rating, on first reference. “ESG Risk Rating” is acceptable on subsequent references. Use numerals to express the rating in copy, but spell out the rating when beginning a sentence with them. (“One-globe funds fall into the Severe category.”)
Capitalize Negligible, Low, Medium, High, and Severe in the context of category or assessment, but lowercase in general references to risk. When referring to the rating’s artwork, “globes” is always lowercase.
Do write out "Morningstar ESG Risk Rating" in text, including the number of globes.
Don't use the ratings artwork in place of text.
