Fund Basics

What is a fund rating company?

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A fund rating company evaluates funds and provides that information to investors, distributors and others; it must meet certain requirements and register with the Financial Services Commission.

It is subject to independence requirements, such as not being an affiliate of a distributor or asset manager, and must disclose its detailed rating criteria. Ratings are only reference material and do not guarantee future returns.

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This answer is general financial information as of 2026-10-14, not investment advice. Rules and tax rates change, so please also check the latest guidance from the source institution.