(2011). Mutual fund governance and performance: A quantile regression analysis of morningstar's stewardship grade. Corporate Governance-An International Review, 19(4), 311 - 333.Chen, C. R., and Huang, Y. "Mutual Fund Governance and Performance: A Quantile Regression Analysis of Morningstar'...
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Morningstar Announces Winners for 2025 Morningstar Awards for Investing Excellence - Hong Kong Asian High-Yield Bonds Rebound but Caution Prevails Asian high-yield bonds staged a remarkable comeback in 2024, delivering an impressive 15% return after several years of subdued performance. ...
Change Fund Vehicle Asset Class 1Share Class Morningstar Rating I ResetTop Performance data quoted represents past performance, which is no guarantee of future results, and current performance may be lower or higher than the figures shown. For the most recent month-end performance figures, please...
Morningstar assigns Morningstar Medalist Ratings at the vehicle level to accurately capture the impact of fee differences on expected net-of-fee alpha between different types of vehicles, including different share classes of the same fund. Morningstar’s research and academic studies have repeatedly ...
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...
Morningstar® highly rated funds Featured Tool Mutual Fund Evaluator2 Search thousands of funds available through Fidelity. Easily filter and sort by performance criteria and fund characteristics. FEATURED SPOTLIGHT Fidelity Total Bond Fund The Fidelity Total Bond Fund is an actively managed fixed...
Given the rapid growth of investment products focused on socially responsible investing (SRI), in March 2016 Morningstar began reporting standardized metrics todoi:10.2139/ssrn.3019403Dolvin, Steven D.Fulkerson, Jon A.Krukover, AnnaSocial Science Electronic Publishing...
Morningstar Risk-Adjusted Return measure that accounts for variation in a product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the ...
Corporate Governance and Mutual Fund Performance: A First Look at the Morningstar Stewardship Grades. Retrieved from: http://papers.ssrn.com/sol3/papers.cfm?abstract_id=714303Wellman, J., and Zhou, J. "Corporate Governance and Mutual Fund Performance: A First Look at the Morningstar ...