What Is the Average Stock Market Return? How to Make Money in Stocks in 5 Steps How to Sell Stock: A 3-Step Guide for Beginners More like this Investing Brokerage Accounts Investment Return Calculator Calculate how much your investment will grow based on your planned contributions, investment ti...
Use this screener tool to find pension funds that meet your search criteria Morningstar Indexes Morningstar Indexes are designed to help guide investors News You Can Use Asian High-Yield Bonds Rebound Strongly in ... Markets Brief: If Tesla Stock is Falling, Why Is ... ...
uncover current and past stock and und ownership—and how their money management style has evolved over time. Veri y your opinions on particular securities or sectors. Generate analytics such as complete investment holdings, or buys and sells. Track owner- ...
1 Day NAV Change as of Jan 03, 20250.93 (1.22%) NAV Total Return as of Jan 02, 2025YTD:-0.06% Morningstar Rating Fees as stated in the prospectusExpense Ratio: 0.04% WhyIMCB? 1. Exposure to mid-sized U.S. companies 2. Access to a specific segment of the domestic stock market ...
The platform also includes Morningstar Portfolio X-Ray, which evaluates what an investor holds from multiple angles: asset allocation, sector weightings, fees and expenses, stock statistics, and other characteristics. It also identifies potential overlap within a por...
Premium/Discount View full chart Returns Average Annual Cumulative Calendar Year as of 1y3y5y10yIncept. Total Return (%)17.991.8612.1811.8810.90 Market Price (%)18.151.9212.2111.8910.91 Benchmark (%)18.041.8912.3012.0711.14 After Tax Pre-Liq. (%)17.741.6311.9911.7310.79 ...
Let's say you own Apple stock and also have money in Nasdaq-tracking mutual funds which holds Apple. The X-Ray tool can peek into your funds and calculate your total Apple exposure across all your investments. This is especially valuable as your portfolio grows and increases in complexity. ...