Morningstar ® Asset Allocation Indexes 2015 2010 2005 2000 2020 Our Lineup The Morningstar ® Asset Allocation Index family includes two index series designed to help develop and benchmark target date and target risk funds for almost any investor. Each index provides diversi ed asset-class ...
Between the lines: Enterprise's 2024 and 2025 capital allocation emphasizes organic growth. Growth capital investments are expected to be around $3.75 billion in 2024 and 2025 but moderate to $2.0 billion-$2.5 billion in 2026. Lower capital investment could allow the company to increase share-rep...
Compared with the typical moderate allocation Morningstar Category peer, the portfolio invested roughly 5 percentage points more in equities over the same period. The fund has also consistently invested in more non-US stocks and had a slight tilt toward smaller-cap and value-style equities compared...
It has provided varied returns compared with peers, but similar returns compared with the category benchmark. This share class mirrored the category average's 2.5% return over the eight-year period and its 2.5% return over a 10-year period. However, it mirrored the return of the category ind...
Between the lines: Enterprise's 2024 and 2025 capital allocation emphasizes organic growth. Growth capital investments are expected to be around $3.75 billion in 2024 and 2025 but moderate to $2.0 billion-$2.5 billion in 2026. Lower capital investment could allow the company to increase share-rep...
The dual bear market for both stocks and bonds in 2022 created the perfect storm for the 60/40 portfolio, which had been a popular asset-allocation strategy for the past couple of decades. With broad stock market benchmarks down 19% for the year and bonds down 13%, a 60/40 mix of ...
Morningstar's evaluation of this security's process aims to determine the likelihood that it will outperform its Morningstar Category benchmark on a risk-adjusted basis over the long term. Process Below Average Dividend Performers ETF earns a Below Average Process Pillar rating. ...
7.0% through month-end, topping its average peer's 6.7% and outperforming the Bloomberg Barclays U.S. Universal Bond Index’s 6.7% return. And taking risk into account, over the past year, the strategy had a similar standard deviation, a measure of variation of returns, to the benchmark....
asset-class and subasset-class exposures. Management also implements frequent—often several per month—short-term tactical allocation changes, driven by fundamentals, valuation, and sentiment. These are measured and limited to 100 basis points in tracking error relative to the strategic benchmark. ...
and yield-curve positioning. This version of the strategy is benchmarked to the Bloomberg Global Aggregate ex-US Bond Index, but the approach allows for considerable flexibility, including moderate exposure to US rates, a maximum allocation to below-investment-grade debt of 10%, and no formal li...