the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are...
Overall Rating DFAC Dimensional U.S. Core Equity 2 ETF Equity $33,908,600 3.9% 1,816,734.0 $35.95 0.03% COWZ Pacer US Cash Cows 100 ETF Equity $25,418,300 3.0% 1,925,510.0 $58.16 0.17% VXF Vanguard Extended Market ETF Equity $22,539,200 5.0% 344,350.0 $199.51 0.16% SDY...
The platform stands out for its in-depth research and proprietary rating systems, which include the Morningstar Rating (star ratings) for mutual funds and the Morningstar Analyst Rating for stocks. Morningstar’s approach combines robust quantitative techniques with qualitative insights, offering ...
ISCV Stock Profile & Price Dividend & Valuation Expenses Ratio & Fees Holdings Holdings Analysis Charts Price and Volume Charts Fund Flows Charts Price vs Flows AUM Influence Charts ESG Performance Technicals Realtime Rating Advisor Report & Fact Sheet Read Next More at ETF Trends Data Lineage &...
Also of note in 2004 was Morningstar's development of a hedge fund database, the acquisition of Pensions & Investments' ePiper separate account database, and the Morningstar Rating for separately managed accounts. In addition, Morningstar published Pat Dorsey's book, The Five Rules for ...
LONDON, Sept. 4, 2014 /PRNewswire/ -- Neuberger Berman China Equity Fund Achieves Five-Year Record With Top Morningstar Rating, Index-Beating Performance
As ofFebruary 28, 2015, the Neuberger Berman China Equity Fund's USD A Accumulating share class is rated an overall ranking of 5 stars by Morningstar Investment Management Asia, Ltd, the fund tracker's highest rating. About Neuberger Berman ...
Symbol ETF Name Asset Class Total Assets* YTD Avg Volume Previous Closing Price 1-Day Change Overall Rating BBJPJPMorgan BetaBuilders Japan ETFEquity$11,902,8007.8%2,403,600.0$56.630.05% Sort By: Overview Returns Fund Flows Expenses Dividends ...
“Over the last 12 months, mid-cap growth funds have returned 17.85%. On an annualized rate, they have returned 8.03% over the last three years and 9.03% over the last five,” Albrecht explained. “That compares with the Morningstar US Market Index, which has returned 23.76% over the la...
ETF Name Asset Class Total Assets* YTD Avg Volume Previous Closing Price 1-Day Change Overall Rating TILTFlexShares Morningstar US Market Factor Tilt Index FundEquity$1,774,8002.0%12,026.0$220.30-1.90% Sort By: Overview Returns Fund Flows ...