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The Find a Fund tool allows you to use different search criteria to obtain independent fund ratings provided by both Morningstar and Standard & Poor's.
Fine tune your search with the following search criteria:
Fund Type: Perform a blanket search or limit your search by investment type
Fund Manager: Search for all fund managers or limit your search to one or more preferred fund managers by holding down Ctrl (PC) or Apple Command (Mac) to make multiple selections.
Asset Category: Search all asset classes or limit your search to one or more preferred asset classes by holding down Ctrl (PC) or Apple Command key (Mac) to make multiple selections.
Limit by Standard & Poor's AND Morningstar Ratings
Limit your search by Standard & Poor's and Morningstar ratings by selecting one or more options for each rating type.
This is a Boolean 'AND' search, when limiting your search by one rating, you must also consider the alternative rating. The search will only generate funds where BOTH sets of ratings searches are present.
See examples:
1. By checking the 5 Star for S&P and 5 Star for Morningstar boxes, only those funds with BOTH 5 Star S&P ratings and 5 Star Morningstar ratings present will come up on the search.
2. By checking the 5 Star for S&P and all boxes for Morningstar, only those funds with any Morningstar rating AND 5 Star S&P rating will come up on the search.
A search for 5 Star S&P rated funds should include ALL rated funds from Morningstar as the search result includes ANY Morningstar Fund with a 5 Star S&P rating, and vice versa.
Download or request a product disclosure statement with 2020 DIRECTINVEST dealer details enclosed for your entry fee rebate. How to Invest
Fund Ratings: Find out what they mean
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