“ The Morningstar Quantitative Rating, or the ‘Medalist’ rating, is a forward-looking assessment of a fund’s prospective ability to outperform similar funds,” explains Morningstar Canada’s Director of Investment Research, Ian Tam. To compare the funds, we’ll look at their returns to date, the cost of performance with the Management Expense Ratio (MER) and lastly combine these factors in a bigger view – the forward-looking Morningstar Quantitative Rating.
We’ve uncovered some big differences between contenders in those classic Canadian sectors, and also found some strategies that have come out of the left field.
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