Seeking to rationalise the choice of mutual ... funds and in which categories”, says Randev. Comparision of fund ratings across rating agencies In the absence of a standardised fund classification, various rating agencies like Value Research, Morningstar.
Oddly enough, it was that very shift to e-commerce —the one bright spot for most retailers during the holidays—that spared even more stores from the reject rack. The counterintuitive strategy boils down to this: If traditional retailers have any hope.
John Brick, CFA, is an equity analyst for Morningstar . ... As results show, we do not believe the company has an imminent need to invest excessive incremental capital in its e-commerce business (which grew 11% this quarter to under 3.5% of sales) as.
which grades the experiences of mutual fund investors in 25 countries across North America, Europe, Asia, and Africa. Morningstar researchers evaluated countries in four categories—Regulation and Taxation, Disclosure, Fees and Expenses, and Sales.
According to Morningstar , energy sector emerged as one of the best performers among the broad mutual fund categories in 2016. Despite the weak start, massive recovery witnessed in the second half of last year following OPEC's decision to cut output and .
Mutual funds can be an excellent ... and tax efficiency. Like Morningstar, Lipper also has five ratings, but it's a simpler classification system -- 20% of funds in a given category get the top rating, 20% get the next highest, etc. Ratings are certainly.
According to data from Morningstar , the technology sector has clearly emerged as the best performer so far this year among all the key mutual fund categories . Following optimism over the Trump-led rally, the sector continued to maintain its impressive .
Real estate mutual funds and exchange-traded funds hold real estate investment trusts (R.E.I.T.s) that must deliver at least 90 percent of after-tax earnings to investors. R.E.I.T.s own all sorts of income-producing property: shopping malls, apartment.
In our opinion, the department store space is the most exposed to the e-commerce threat as many of the same products can be found in both channels (this is reflected in our belief that Macy's does not possess a competitive moat). However, we now think.
Each category of financial instruments or asset classes have specific characteristics, for instance fixed income instruments like Fixed deposits, bonds, debt mutual funds , provide safety but may not be able to beat inflation and be unable to help.
According to Morningstar , the real estate mutual fund has registered one-month, three-month and year-to-date (YTD) returns of 1%, 4% and 6.9%, respectively. Banking on this encouraging backdrop, we have selected five real estate mutual funds that boast.
As per the editor of The Independent Adviser for Vanguard Investors newsletter, Dan Wiener, out of 18 domestic, non-sector, actively managed stock and balanced funds, 14 performed better than the S&P 500 index in the last 15 years. One of the major.
The e-commerce company and grocery chain each received a a score of 86 out of 100 in the latest American Customer Satisfaction Index, which was released on Tuesday. ... Trader Joe's topped the supermarket category , and Amazon led online retail.
Fidelity Investments , the third-biggest fund family of the U.S. in terms of asset under management, is expected to get more love from investors in the coming months. Fidelity offers a variety of investment options from sector-based funds to key.
Is the market cheap or expensive--and what sectors offer the best opportunity today? This is the Market Fair Value update for Saturday, April 15. The Market Fair Value shows the median price/fair value ratio of all of the individual stocks we cover. In.