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2. Morningstar Analyst Rating - Wikipedia

   en.wikipedia.org/wiki/Morningstar_Analyst_Rating

   Morningstar Analyst Rating. The Morningstar Analyst Rating debuted in 2011 as a qualitative rating assigned by Morningstar's team of manager research analysts for funds under their coverage. This forward-looking metric is analyst-driven, and is considered an aptitude test of a fund manager's capabilities in a specific strategy. [1]

3. Sustainalytics - Wikipedia

   en.wikipedia.org/wiki/Sustainalytics

   Sustainalytics is a company that rates the sustainability of listed companies based on their environmental, social and corporate governance (ESG) performance. [1] The company was born of a merger between Toronto -based Jantzi Research, which was founded in 1992 by Sustainalytics' current CEO Michael Jantzi, and its European counterpart. [2]

4. PRIMECAP - Wikipedia

   en.wikipedia.org/wiki/Primecap

   PRIMECAP Management Company (Primecap) is an American investment management firm based in Pasadena, California. The firm is known for managing US-focused equity portfolios for The Vanguard Group (Vanguard). In 2004, it launched its own mutual funds, the Odyssey Funds. In additional, it also handles separately managed accounts for institutional ...

5. Free Enterprise Action Fund - Wikipedia

   en.wikipedia.org/wiki/Free_Enterprise_Action_Fund

   The Free Enterprise Action Fund was a mutual fund operated by Steven Milloy and Tom Borelli, with the goal of counterbalancing the activities of self-described ethical investment funds. Whereas "ethical investment" funds avoid investments in firms that are accused of damaging the environment or of other negatively regarded behaviors, the Free ...

6. Franklin Templeton Investments - Wikipedia

   en.wikipedia.org/wiki/Franklin_Templeton_Investments

   Prominent funds include the Templeton Growth Fund, Inc. (opened 1954), the Mutual Shares fund (opened 1949), and the Mutual Discovery Fund (opened 1992) and the Templeton Growth (Euro) Fund. The Franklin Income Fund (FKINX) is a mutual fund in Morningstar's "conservative allocation" category and "large/value" style box.

7. Value Line - Wikipedia

   en.wikipedia.org/wiki/Value_Line

   Value Line, Inc. is an independent investment research and financial publishing firm based in New York City.Founded in 1931 by Arnold Bernhard, Value Line is best known for publishing The Value Line Investment Survey, a stock analysis newsletter that tracks approximately 1,700 publicly traded stocks.