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  2. Morningstar Rating for Funds - Wikipedia

    en.wikipedia.org/wiki/Morningstar_Rating_for_Funds

    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 ...

  3. S&P Leveraged Loan Index - Wikipedia

    en.wikipedia.org/wiki/S&P_Leveraged_Loan_Index

    The Morningstar LSTA US Leveraged Loan 100 Index (SecIdF00000NJIW, formerly LL100 [3]) dates back to 2002 and is a daily tradable index for the U.S. market that seeks to mirror the market-weighted performance of the largest institutional leveraged loans, as determined by criteria. Its ticker on Bloomberg is SPBDLLB. [4]

  4. Morningstar, Inc. - Wikipedia

    en.wikipedia.org/wiki/Morningstar,_Inc.

    Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, founded by Joe Mansueto in 1984. ... monitor investment performance, and ...

  5. Low-cost index funds: A beginner’s guide - AOL

    www.aol.com/finance/low-cost-index-funds...

    Russell 3000: The Russell 3000 is a broad stock market index that tracks the performance of about 96 percent of the investable U.S. stock market. ... Source: Morningstar, data as of November 2024.

  6. Distressed ranks of Morningstar US High Yield Index ... - AOL

    www.aol.com/news/distressed-subset-morningstar...

    Breaking a pattern of alternating up and down weeks, the number and value of bonds in the distressed subset of the Morningstar US High-Yield Bond Index declined for the second week in a row. For ...

  7. IndexIQ's IQ Global Resources ETF (GRES) Receives 5-Star ...

    www.aol.com/news/2012-12-20-indexiqs-iq-global...

    The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics.

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