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  2. Morningstar, Inc. - Wikipedia

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

    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 ...

  3. Thomas Forester - Wikipedia

    en.wikipedia.org/wiki/Thomas_Forester

    Thomas H. Forester (born December 15, 1958) [1] is an American mutual fund manager. He was the only long-focused United States stock mutual fund manager to make a profit in 2008.

  4. Bill Miller (investor) - Wikipedia

    en.wikipedia.org/wiki/Bill_Miller_(investor)

    William H. Miller III (born 1950) is an American investor, fund manager, and philanthropist. He served as the chairman and chief investment officer of Legg Mason Capital Management as well as the principal portfolio manager of the Legg Mason Capital Management Value Trust. He is the portfolio manager of the former Legg Mason Opportunity Trust ...

  5. Best online brokers for mutual funds in May 2024 - AOL

    www.aol.com/finance/best-online-brokers-mutual...

    Ally Invest. Ally Invest offers access to more than 12,000 mutual funds. The broker cut its commission on no-load mutual funds to $0 from $9.95 per trade in 2023. The move makes Ally Invest a top ...

  6. 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 ...

  7. David F. Swensen - Wikipedia

    en.wikipedia.org/wiki/David_F._Swensen

    A Model for the Valuation of Corporate Bonds. David Frederick Swensen (January 26, 1954 – May 5, 2021) was an American investor, endowment fund manager, and philanthropist. He was the chief investment officer at Yale University from 1985 until his death in May 2021. Swensen was responsible for managing and investing Yale's endowment assets ...

  8. Is American Funds Washington Mutual Investors A (AWSHX) a ...

    www.aol.com/news/american-funds-washington...

    Mutual Fund Report for AWSHX. For premium support please call: 800-290-4726 more ways to reach us

  9. Capital Group Companies - Wikipedia

    en.wikipedia.org/wiki/Capital_Group_Companies

    Capital Group is an American financial services company. It ranks among the world's oldest and largest investment management organizations, with over $2.6 trillion in assets under management. Founded in Los Angeles, California in 1931, it is privately held and has offices around the globe in the Americas, Asia, Australia and Europe.

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