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Returns-based analysis, which assesses the behavior of an investment vehicle versus known investment products (i.e., indices) is intended to be used in a complementary fashion with holdings-based analysis, which analyzes an investment vehicle by reviewing the actual underlying securities, funds and other instruments or portfolios that comprise ...
Closed-end funds are traded on exchanges, and in that respect they are like exchange-traded funds (ETFs), but there are important differences between these two kinds of security. The price of a closed-end fund's shares is completely determined by investor demand, and this price often diverges substantially from the NAV of the fund assets.
The Morningstar Rating for Funds is a rating system for investment funds operated by Morningstar. The Star Rating, debuted in 1985, a year after Morningstar was founded. The 1- to 5-star system, "looks at a fund's risk-adjusted return based on its performance over three, five and 10 years and on its volatility. The highest rating of five stars ...
If you’re considering investing in a mutual fund or ETF, you might have heard the terms “open-end” and “closed-end” -- and immediately scratched your head in confusion. Indeed, these are ...
The Brinson-Fachler methodology underpins many public performance attribution analyses. Morningstar, for example, includes a whitepaper [9] on their mode of employing the Brinson-Fachler methodology. Morningstar is known for its analysis of long-only mutual funds, but the Brinson-Fachler analysis is also applicable to hedge ranking funds. [10]
Morningstar offers a single end-to-end cloud-based platform for investment advisors, known as Morningstar Office Cloud. The software allows financial advisors to manage their practice, gain access to data and research, analyze investments, and connect with investors.
Most mutual funds and exchange-traded funds available to retirement investors are open-end funds. Learn the difference between open-end and closed-end funds.
If you’re a mutual fund or ETF investor, then you need to know about net asset value. Here’s the basics.
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