Research Affiliates - Asset Management Company | Morningstar

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Research Affiliates Investments

Exchange-Traded Funds

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Market

US ETFs ex FoF ex Feeder

# of Share Classes

1

Morningstar Rating	# of Share Classes
	0
	0
	0
	0
	0
Not Rated	1
		0% 50 100

Name	Morningstar Rating Overall	5-Year Category Rank
Research Affiliates Deletions ETF	—	—

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Morningstar Mentions

Kathy Stokes: How to Protect Yourself from Investment Fraud

Christine Benz Sep 4, 2024

AARP’s director of fraud prevention discusses the growing threat of crypto-related scams, who is most at risk, and signs investors can watch for.

Hendrik Bessembinder: Do Stocks Outperform Treasury Bills?

Christine Benz Sep 10, 2024

The Arizona State professor delves into his provocative finding that most stocks have underperformed cash over time and the implications for investors’ portfolios.

Jackie Cummings Koski: Late Starters Can Still Find FIRE

Christine Benz Aug 20, 2024

The podcaster and author of F.I.R.E for Dummies wants more people to know financial independence is within reach, even if they’re getting a late start or starting small.

Quick Definitions: Key Morningstar Terms

Morningstar Medalist Rating for Funds

The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

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Category

A category is a way to group investments based on similar risk, return, and behavior profiles.

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Morningstar Rating™ for Funds

The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

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Percentile Rank

Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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