On Nov. 4, Morningstar launched new categories for open-end and closed-end mutual funds and exchange-traded funds. The preferred stock category includes funds with a majority of assets invested in preferred stock over a three-year …
Fidelity Investments ® today announced that Morningstar, Inc. has named Steve Wymer, portfolio manager of Fidelity …
The total return has far outpaced inflation as recorded by Ibbotson/Morningstar research dating back to 1926. Over that long run, inflation has averaged 2.9 percent while the total return of the large-cap U.S. stock market (including …
SHANGHAI (Reuters) - China’s $13 billion (6.6 billion pound) closed-end funds could outperform the stock market this year, as they trade at huge discounts, offer big dividends and will benefit from government reforms. Barring a major …
Morningstar, Inc. (NASDAQ:MORN), a leading provider of independent investment research, has launched three Morningstar® Ultimate Stock-Pickers Indexes, including the Ultimate Stock-Pickers, Ultimate Stock-Pickers Target …
Mutual fund ratings powerhouse Morningstar isn't rating so high with Wall Street lately. A stock analyst who had been covering the Chicago investment research company for a decade dropped coverage this month, citing inconsistent …
Top equity-fund managers made few high-conviction purchase in the third quarter, continuing a nine-quarter trend. When we relaunched the Ultimate Stock-Pickers concept in April 2009, our primary goal was to uncover investment ideas that …
Morningstar tried to put it delicately and hedged enough to say things could change, improving the companies' fortunes, but in the end there was no polite way out: "If we think a stock is worthless, there's no point in saying otherwise," the …
Morningstar, the mutual fund research company, said yesterday that it planned to sell up to $100 million of its stock in an initial public offering. The number of shares to be sold and the price range have not been determined. Morningstar