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  2. Morningstar Rating for Funds - Wikipedia

    en.wikipedia.org/wiki/Morningstar_Rating_for_Funds

    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.

  3. 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 ...

  4. 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 ...

  5. Returns-based style analysis - Wikipedia

    en.wikipedia.org/wiki/Returns-based_style_analysis

    Returns-based style analysis. Returns-based style analysis ( RBSA) is a statistical technique used in finance to deconstruct the returns of investment strategies using a variety of explanatory variables. The model results in a strategy's exposures to asset classes or other factors, interpreted as a measure of a fund or portfolio manager's ...

  6. ETF vs. mutual fund: Which is the better investment? - AOL

    www.aol.com/finance/etf-vs-mutual-fund-better...

    So mutual funds are quite a bit more expensive than ETFs, comparing their respective averages. For example, in 2022 an average mutual fund (asset-weighted) would cost 0.44 percent of your assets ...

  7. Morningstar Style Box - Wikipedia

    en.wikipedia.org/wiki/Morningstar_Style_Box

    The Morningstar Style Box is a grid of nine squares used to identify the investment style of stocks and mutual funds. Developed by Don Phillips and John Rekenthaler of Morningstar, Inc., [1] the Style Box was launched in 1992. [2] The vertical axis of the Style Box represents an investment's size category: small, mid and large. [3]

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