Analyst Rating for funds represents Morningstar
's conviction in the fund's ability to outperform on a risk-adjusted basis over the long term.
In August 2015, the two firms announced a strategic collaboration that resulted in the March 2016 launch of the Morningstar
Sustainability Rating for global mutual and exchange-traded funds.
Phillips joined Morningstar
in 1986 and soon became editor of its flagship print publication, Morningstar
Mutual Funds, establishing the editorial voice for which the company is best known.
provides independent investment research to investors worldwide.
Finally, Don Phillips, in 2010's "Star Wars, the Sequel," said "3he Morningstar
Rating for funds is a grade on past performance.
He is also a member of Morningstar
Canada's Investment Committee.
2009 was a windfall year for hedge funds," said Nadia Papagiannis, alternative investment strategist at Morningstar
With the Morningstar
Profile Report, NASDAQ OMX will now be able to provide all NASDAQ OMX companies with basic research coverage at no cost to the issuer.
This acquisition is a logical move that will further strengthen Morningstar
's institutional and advisor businesses," says Morningstar
Chairman Joseph Mansueto.
To determine a fund manager's substyle, examine the following four factors in the fund's prospectus or quarterly report or check out the fund on the Morningstar
The two companies already had a joint venture, Morningstar
Japan KK, which was formed last year.
Among the unique features that will be included are written Morningstar
analyses of 500 of the best-performing and most-popular mutual funds; expanded data profiles of stocks and funds; portfolio "x-rays" for analyzing exposure to world markets, industrial sectors, investment styles, and asset classes; and e-mail delivery or portfolio-and market-related news, including reports and commentary from Morningstar
's new mutual fund news bureau.
today announced the one-year anniversary of its Focus[TM] Morningstar
exchange-traded funds (ETFs), a family of 15 diverse, low-cost domestic equity ETFs benchmarked to Morningstar
Daniel Needham, CFA, has been appointed president and chief investment officer (CIO) for the Morningstar
Investment Management group, reporting to Joe Mansueto, chairman and chief executive officer for Morningstar
2 October 2012 a[euro]" Morningstar
Inc (NASDAQ:MORN) has purchased a 34% equity interest in Swedish financial information company Inquiry Financial Europe AB for an undisclosed amount, the US investment research provider said.