When investors are in a quandary as to the best mutual funds to own, they frequently turn to expert sources to help them make their decisions. And for fund investors, there is usually considered to be no more of an expert source than the Morningstar.com site.
Mumbai: Mutual funds ... to buy by the fund managers. Infosys stands out from the larger IT pack, and has historically enjoyed a favoured position with asset managers,” said Kaustubh Belapurkar, director of fund research at Morningstar Investment Adviser.
Morningstar's Kevin McDevitt also envisions splitting market indexes, but in a different fashion. As McDevitt points out, closed-end funds have a major investment advantage over both traditional mutual funds and ETFs: They are never troubled by redemptions.
The Indian mutual fund industry has ... by large inflows into equity and balanced funds, with increasing participation from retail and HNI investors," Kaustubh Belapurkar, Director Manager Research at Morningstar said.
It's time once more for my annual screen for fantastic funds. With just a few key screens, I pare the universe of more than 8,000 mutual funds to just 43 ... Cheapest quintile of category. Morningstar studies show that funds in the cheapest quintile.
Empirical analysis of mutual funds has focused on ... containing information on the income of Swedish fund managers over the period January 1994 to December 2015. We first extract the manager names from Morningstar Direct, then match managers to their.
The end-of-summer blahs and elevated geopolitical uncertainty took their toll on the stock market and stock mutual funds in ... Large Company Growth Fund (TSAGX) topped 95% of its large-cap growth peers tracked by Morningstar Direct in August.
The Dublin-domiciled GIS Income doubled in size and became the biggest mutual fund in Europe after ranking 15th as of Dec. 31, according to data from Morningstar Inc. Ivascyn’s status as a bond star, built on a decade of strong performance at the.
Morningstar ... funds have a Gold rating, 334 have a Silver rating, and 546 funds have a Bronze rating. A large number of funds, 603, are rated Neutral, with only 11 receiving a Negative rating. Funds with a Medalist rating now represent about 6% of unique.
Consider the most popular category of mutual funds, ones that own a mix of large-cap U.S. stocks. Just 14 percent of such actively managed funds have beaten index funds over the last decade, according to Morningstar. The success rate is a bit better in.