Morningstar Ratings Not Available on Closed-End Funds



Overview

Morningstar Ratings are not available for closed-end funds in Quicken.  Quicken is not licensed to receive ratings for this type of fund from Morningstar. We apologize for the inconvenience.

Information

To confirm the fund-type for the ticker online:

  1. Go to Yahoo! Finance.
  2. Enter the ticker symbol into the box to the left of Get Quotes.
  3. Click the Get Quotes button.
  4. Go to the Company section in the bar on the left (titled More On...).
  5. Select Profile.
  6. Confirm the fund-type in the Industry field.

Note: Some funds won't have the profile available. To confirm if these are closed-end funds, contact your broker.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.