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FundVisualizer allows advisors to compare ETFs, mutual funds and indexes either head-to-head or within portfolios. This stand-alone visualizer tool is powered by Morningstar data so you can ...
Below are some of the top dividend mutual funds with attractive long-term returns, growing payouts, reasonable expenses and no sales load. (Data from Morningstar as of Dec. 8, 2023.)
Performance. Ironically, index funds usually perform better than actively managed mutual funds. Few actively managed funds beat the market in any given year, and even fewer outperform their ...
Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, and was founded by Joe Mansueto in 1984. It provides an array of investment research and investment management services. With operations in 29 countries, Morningstar's research and recommendations are considered by financial journalists as influential ...
The Morningstar Rating for Funds, or 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 is bestowed on the 10 percent of funds that perform the best ...
Morningstar is known for its analysis of long-only mutual funds, but the Brinson-Fachler analysis is also applicable to hedge ranking funds. The Brinson model performance attribution can be described as "arithmetic attribution" in the sense that it describes the difference between the portfolio return and the benchmark return.
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