Analyst Ratings
LAST CHANGE | ||||
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Firm Name | As of Date | Action | Rating | Report |
Ned Davis Research Group | 08/05/2019 | DOWNGRADE | Log in for rating & report | |
FactSet | 12/05/2019 | -- | A Details | ![]() |
XTF Inc. | 10/31/2019 | Downgrade | ![]() |
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Morningstar, Inc.** | 10/31/2018 | Downgrade | ![]() ![]() ![]() ![]() ![]() Overall - 43 Consumer Cyclical funds rated Rating Information |
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Rating Information
4 out of 5 stars
Morningstar has awarded this fund 4 stars based on its risk-adjusted performance compared to the 43 funds within its Morningstar Consumer Cyclical Category.
How is it determined?
A fund's Overall Morningstar Rating (TM) is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. Please see the ratings tab for more information about methodology.
3 Yr. | ![]() ![]() ![]() ![]() ![]() |
Out of 43 funds |
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5 Yr. | ![]() ![]() ![]() ![]() ![]() |
Out of 40 funds |
What does it mean?
A fund's Morningstar Rating is a quantitative assessment of a fund's past performance that accounts for both risk and return, with funds earning between 1 and 5 stars. As always, this rating system is designed to be used as a first step in the fund evaluation process. A high rating alone is not sufficient basis upon which to make an investment decision.
Commentary
Cyclical ETFs May Get A Boost, Says Goldman Sachs
ETF Database - 11/26/20193 ETFs to Watch if Investors Still Have FANG Fever
ETF Database - 10/01/2019