How to Use Morningstar Fund Quickrank?

Investors can search funds by Morningstar Category or Broad Category (Bond Fund, Equity Fund or Money Market Fund, etc.) via Fund Quickrank. Let’s take China Equity Category as an example: If you are interested in China Equity funds, you can select “China Equity” in “All Categories”, and all the funds under this category will pop out by clicking “Search”. In the current interface, you can see information such as Fund Name, Morningstar Category, Morningstar Rating, Analyst Rating, TER (Total Expense Ratio) and Latest Price. You can also rank funds by Morningstar Rating, Analyst Rating and TER on this page by clicking them (One click for ascending rank, one more click for descending rank).

If you want to know more about funds’ return, performance and fees, you can switch to different interfaces: “Short Term”, "Performance” and “Nuts and Bolts”. Under “Short Term”, you can get information like Latest Price and 1 Day, 1 Week, 1 Month, 3 Month, 6 Month return data. If you want to rank them in different time periods, you can simply click onto the specific period (One click for ascending rank, one more click for descending rank). Under “Performance”, we provide data points like Risk Profile (Relative to Hong Kong Market) and YTD, 1 Year, 3 Year, 5 Year, 10 Year return data. You can quickly get their rankings via the same way mentioned above. “Nuts and Bolts” mainly contains fee information, such as TER, Annual Management Distribution Fees, Initial Sales Fee, Deferred Sales fee and Minimum Initial Investment.

If you only want to look into one specific fund, disregarding its peers, then you can simply search this fund directly by its Fund name, ISIN code or Morningstar SecID.

After screening and comparing funds by looking at different data points, you may want to scrutinize the selected fund using Morningstar Quicktake, by clicking at the Fund Name. Under the Quicktake page, detailed information about the fund’s total return, portfolio, rating & risk, management and fees are available.

We hope the Quickrank tool can help investors make a better choice when investing in funds. In the coming week, we are going to feature on another important tool that we have briefly mentioned in this article — Quicktake, please stay tuned for our latest updates.