Rating Price $220.26 Fair Value $191.00 Uncertainty Low Economic Moat Wide Capital Allocation Standard Read Analysis 6762 TDK Corp Strong AI Demand Accelerates Recovery of HDD Magnetic Heads for TDK Kazunori ItoFeb 3, 2025 Rating Price ¥1,888.50 ...
ResMed Inc CHESS Depositary Interests on a ratio of 10 CDIs per ord.sh ResMed's Moat Is Underpinned by Switching Costs and Intangible Brand Assets Shane Ponraj, CFAJan 31, 2025 Rating Price A$39.71 Fair Value A$44.00 Uncertainty Medium ...
The Fidelity Capital & Income Fund (FAGIX) is another 5-star balanced fund that is tilted much more heavily toward bonds, with roughly 75% of the portfolio weighted to a bond allocation. The fund provides a good mix of growth and income. The market risk is higher than that of a pure ...
Rating Price $25.97 Fair Value $40.00 Uncertainty Very High Economic Moat None Capital Allocation Standard Read Analysis NOC Northrop Grumman Corp Northrop's Capabilities in Space, Missiles, and Aeronautics Position It Well for Profitability Nicolas OwensFeb 1, 2025 ...
SOXX iShares Semiconductor ETF Equity $14,680,500 23.2% 3,910,606.0 $235.37 2.46% FTEC Fidelity MSCI Information Technology Index ETF Equity $12,459,600 27.0% 231,409.0 $181.60 1.31% IGV iShares Expanded Tech-Software Sector ETF Equity $6,996,590 15.7% 3,363,320.0 $93.89 1.68% CIBR...
Our data and proprietary analytical tools such as the Morningstar Rating for mutual funds, which rates past performance based on risk- and cost-adjusted returns, and the Morningstar Style Box, which provides a visual summary of a mutual fund's underlying investment style, have become important ...
Overall Rating XLYConsumer Discretionary Select Sector SPDR FundEquity$20,247,00012.5%2,880,112.0$199.95-0.14% VCRVanguard Consumer Discretionary ETFEquity$5,845,20011.8%47,880.0$338.39-0.13% FDISFidelity MSCI Consumer Discretionary Index ETFEquity$1,774,67010.4%69,136.0$86.62-1.46% ...
(I also ignore the Morningstar Star rating system as I think it’s pretty useless as well, but that’s another post.) 2. Volatility matters. Buy-and-hold works… if you hold!You keep hearing that people shouldn’t own too much in stocks if they can’t tolerate the risk. Y...
Fidelity D & D Bancorp Inc FDBC Jan 29 Prosperity Bancshares Inc PB Company Reports View All SYF Synchrony Financial Synchrony's Loan Growth Has Slowed but Credit Costs Will Likely Improve in 2025 Michael Miller, CFAJan 30, 2025 Rating ...
Fidelity dominates the list of best-performing large-growth funds. Bella Albrecht 6 ETF Investing Predictions for 2025 Zachary Evens Active ETFs’ Big Year: What Hit the Market and What’s on Our Radar Stephen Welch Stocks View All The Best Tech Stocks to Buy ...