Morningstar Medalist Rating
The Morningstar Medalist Rating, formerly the Morningstar Analyst Rating, is a forward-looking assessment of a fund’s ability to outperform its category peers over the long term.
Funds receive a Gold, Silver, Bronze, Neutral, or Negative rating, reflecting the strength of their investment process, people, and parent company. A higher rating means the fund has a solid foundation for future success, though it’s not a guarantee of future performance.
Size Variants
English
French
Simplified Chinese
Traditional Chinese
The Morningstar Medalist Rating may be displayed on its own.
When combined with a security’s name and ticker symbol, the rating becomes part of a fund or stock header.
Medalist Ratings may be displayed in tables or other data visualizations.
Apply color to standalone applications or when higher emphasis is needed. Gold is displayed in #FAA41D, Silver in #8B9B97, Bronze in #C8745A, and all others in Neutral 100 (Black).
Apply Neutral 100 (Black) for inline or tabular applications or when lower emphasis is needed.
Don’t apply Neutral 100 (Black) to the rating in standalone applications.
Don’t apply color to the rating when it appears in a fund header.
Don't apply color to the rating in tabular or other data visualization applications.
Recommended minimum clear space around the rating
The rating’s cap height should match the cap height of surrounding inline text. The minimum inline space is equal to a third of the cap height.
Do align rating artwork flush left.
Don't align rating artwork flush right.
Do use the simplified version of the rating for tabular applications to ensure legibility at smaller sizes.
Don't use the finely drawn version of the rating for tabular applications, as it renders the rating illegible.
Don't rearrange the order of the shield and letterforms.
Don't use the shield by itself.
Don’t apply gradients, drop shadows, or other decorative treatments to the rating.
Usage in Text
Spell out Morningstar Medalist Rating on first reference and capitalize Gold, Silver, Bronze, Neutral, and Negative. “Medalist Rating” or “rating” is acceptable on subsequent references. Never abbreviate as “MMR.”
If writing about only the top three ratings, you may also refer to them collectively as “higher-rated funds/strategies” or “strategies with Gold, Silver, or Bronze ratings” or the like. The Medalist Rating is never referred to as a “ranking.”
Do write out the rating in text.
Don’t use the rating artwork in place of text.
Third-Party Usage
Third parties licensing the Morningstar Medalist Rating have additional assets for their exclusive use.
Third parties must follow Morningstar's display policy for marketing and advertising with our ratings. The trademark designation is always included. For more information, please email the Signature Assets Library team.
Don't use dedicated third-party artwork on Morningstar-owned properties.
