Rating Price $33.47 Fair Value $30.00 Uncertainty High Economic Moat None Capital Allocation Standard Read Analysis LIVN LivaNova PLC After M&A Boondoggles, Livanova Refocuses on Core Businesses Debbie S. WangMar 5, 2025 Rating Price $41.55 ...
Here's a look at which Charles Schwab mutual funds possess a coveted four- or five-star Morningstar rating. Tony DongJan. 30, 2025 7 of the Best Growth Funds to Buy Investors favoring capital preservation and growth over income may find these growth funds appealing. Tony DongJan. 29, 2025...
FTEC Fidelity MSCI Information Technology Index ETF Equity $13,886,500 0.4% 295,151.0 $185.65 -2.66% SOXX iShares Semiconductor ETF Equity $13,554,600 3.9% 3,208,474.0 $223.98 -3.07% IGV iShares Expanded Tech-Software Sector ETF Equity $11,017,100 0.3% 5,746,303.0 $100.45 -3.41% ...
Overall Rating VNQ Vanguard Real Estate ETF Real Estate $35,489,800 3.3% 3,562,389.0 $91.99 0.44% SCHH Schwab US REIT ETF Real Estate $7,499,740 2.7% 5,586,927.0 $21.62 0.60% XLRE Real Estate Select Sector SPDR Fund Real Estate $7,235,450 3.9% 5,194,959.0 $42.26 0.55% ...
Please see new analyst notes and updates below from Morningstar Research Services forCoca-ColaKO,Duke EnergyDUK,EnbridgeENB,Fidelity National Information ServiceFIS, andPhilip Morris InternationalPM, along with a general note on healthcare policy. ...
Morningstar analyzed the performance of stocks rated by their rating system, and found mixed results.[2] In one analysis, Morningstar's ratings were "predictive of future stock returns after controlling for factors like market, size, value, and momentum effects." In others, there was mixed ...
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 ...
FlexShares International Quality Dividend Dynamic Index Fund ETF FIVA 0 0.00% Fidelity International Value Factor ETF EFAS 0 0.00% Global X MSCI SuperDividend® EAFE ETF VIDI 0 0.00% Vident International Equity Strategy ETF Compare ETFs Holding TLTD Sorry, this data cannot be displayed at th...
NBSMX $52.07 Neuberger Berman Small Cap Growth Fund I Class+0.41% HGXTX $15.80 Hartford Global Impact Fund Class R5+0.05% FHJCX $0.00 Fidelity Freedom Blend 2050 Fund Inst0.00% GQEIX $23.02 GQG Partners US Select Quality Equity Fund Institutional Shares+0.18% TC $1.00 TuanChe Limited+0.03%...
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 ...