Morningstar Inc. has filed with the Securities and Exchange Commission to launch nine mutual ... of the communications program at Harvard Kennedy School, said Morningstar might be treading into dangerous territory by launching its own funds, regardless.
Corporate bond mutual ... fund has an average duration of 13.4 years and a trailing 12-month yield of 3.34%. Because of the longer duration, the fund is sensitive to changes in market interest rates. As of August 2015, DEECX has a five-star rating by.
The United States remains the best overall place for mutual fund investors globally ... Across the globe, the fund industry needs to improve communications to investors, Morningstar added. “Our analysts note that it is rare for [fund manager] commentary.
When purchasing an actively managed mutual fund ... metrics show an active fund is becoming more correlated with its index, it can be a warning sign to investors that their fund may be losing its edge. Parsing through the Morningstar 500, a few funds.
Also, the technology mutual fund posted a three-month positive return of 10%, according to Morningstar. However ... Fidelity Select Communications Equipment Portfolio FSDCX seeks growth of capital by investing mainly in common stocks.
It’s common for regulators to argue that they don’t want to create conditions where market participants can take higher risk,” he said, requesting anonymity as communications ... fund research at Morningstar Investment Adviser India Pvt. Ltd, a.
Rowe Price Media and Telecommunications Fund No Load (MUTF:PRMTX) seeks to provide long-term capital growth by investing in common stocks of media, technology ... by Morningstar in the "Specialty Communications" or SC category. Compared with other mutual.
IBD'S TAKE: Profiles of top performing mutual funds are a good place to look for stock ... RSEGX is ranked in the top 3% of 675 small growth funds tracked by Morningstar Direct. It has handily surpassed the 17.18% average return of its peer funds in.
director of quantitative research at Morningstar. Some start-up investment houses have set up shop in countries such as the Netherlands in an attempt to launch mainstream mutual funds that invest in bitcoin. The country allows bitcoin investments to fall.
When Vanguard launched the first index mutual fund for retail investors in 1976 ... In 2016, investors added $20.4 billion to our low-cost actively managed funds, according to Morningstar data. That's in stark contrast to the rest of the industry, which.