WSJ vs. Morningstar: The Issue with Star Rankings

by Nate Geraci
October 30, 2017

A recent Wall Street Journal article, “The Morningstar Mirage” questioned the usefulness of Morningstar’s popular star rating system for mutual funds. Nate & Conor go in-depth on this topic, explaining why a lack of consistency in mutual fund manager performance is at the heart of the issue. Steven Schoenfeld, Founder & Chief Investment Officer of BlueStar Indexes, spotlights the BlueStar TA-BIGITech Israel Technology ETF (ITEQ) and describes Israel’s vibrant tech ecosystem.

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Nate Geraci

Nate is President of NovaDius Wealth Management, a registered investment advisor providing clients with comprehensive financial planning and portfolio management. Previously, Nate helped launch The ETF Store, an investment advisory firm specializing in Exchange Traded Funds.

He is the creator and host of the weekly podcast ETF Prime, which Bloomberg has called one of the “most helpful plain-English resources for investors who want to demystify exchange-traded funds”.

He is creator and Host of Crypto Prime, which features interviews with top experts from around the world on bitcoin, crypto, NFTs, and the entire web3 ecosystem.

Nate is also Co-Founder of The ETF Institute, the first and only independent organization providing ETF industry professionals and financial advisors with certification, education, and training pertaining to ETFs.

WSJ vs. Morningstar: The Issue with Star Rankings

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