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Why did a fund lose a star? Or why did a Star Rating change?

April 26, 2017fund lose rating star

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Why did a fund lose a star? Or why did a Star Rating change?

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It’ s based purely on mathematics. A fund’s Star Rating is based solely on a formula that Value Research recalculates each month – there is no subjective input. The loss of a star doesn’t mean someone at Value Research has downgraded the fund – it simply means the fund’s relative performance is currently below the cut-off point for its previous rating.