Morningstar Investor Return: Capturing the Collective Investor Experience

$25.00

This article analyzes internal rates of return, or money-weighted returns, for mutual funds. Morningstar introduced this calculation, Morningstar Investor Return, and calculates it for open-end mutual funds and exchange-traded funds, based on each fund’s assets and cash flows. It supplements total return and measures the collective experience of all the investors in the fund.

Authors: Catherine Sanders, Julie Austin, and Michelle Swartzentruber, Morningstar

This article analyzes internal rates of return, or money-weighted returns, for mutual funds. Morningstar introduced this calculation, Morningstar Investor Return, and calculates it for open-end mutual funds and exchange-traded funds, based on each fund's assets and cash flows. It supplements total return and measures the collective experience of all the investors in the fund.

 

 

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