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Morningstar to Ease Comparisons of Mutual Funds and ETFs

Morningstar recently announced that it was going to make it easier for investors to compare mutual funds and ETFs.  Morningstar will begin providing its analyst ratings for ETFs by the end of the year.  In addition, it will combine open-end funds and ETFs into the same peer groups when calculating its backward looking quantitative ratings.  According to Ben Johnson, the global head of Morningstar’s ETF research, “[i]nvestors increasingly see open-end funds and ETFs as interchangeable options when choosing investments. By combining them into the same peer group, investors can more easily compare investments regardless of the product structure.”

 
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