Title
Topic
Content Type
Morningstar Direct U.S. Asset Flows Update--August 2018
By Kevin McDevitt, Michael Schramm  | 18 September 2018

Long-term flows to U.S. open-end and exchange-traded funds dipped to an estimated $22.2 billion in August 2018 following July's $32.1 billion
Flows
Research Paper
How Long Can a Factor-Based Portfolio Underperform?
By Maciej Kowara, Paul Kaplan  | 17 September 2018

In this paper, we apply the concept of LUP to factor-based portfolios and show that even factor-based portfolios that do outperform over the long haul can have shockingly long stretches of underperformance. In one case, the factor-based portfolio in question underperformed for a time period that could span two investment careers. Just like funds, factors can go through extremely long periods of underperformance.
Factor Investing
Align Principal & Agent Interests
Research Paper
Individual
Advisor
Fund Buyer
Morningstar Representative Cost Methodology
By Morningstar  | 31 August 2018

Morningstar are introducing 'representative cost' fields, that will contain the best information on the re-occurring cost that are charged via the fund itself, so would not include one-off cost or cost charged by third parties such as advisers or platforms, nor one-off costs charged on entry or exit.
Quantitative Analysis
Flows
Methodology Document
Individual
Advisor
Morningstar Direct Asset Flows Commentary: Europe--July 2018
By Valerio Baselli, Ali Masarwah  | 31 August 2018

Long-term funds enjoy a comeback of sorts as investors are heartened by rebounding markets in July.
Flows
Research Paper
Individual
Advisor
Fund Buyer
Morningstar Category Definitions - Korea April 2018
By Morningstar  | 29 August 2018

The Morningstar Category™ classification system for funds lets institutions, advisers and investors effectively compare like funds.
Methodology Document
Advisor
Examining the Morningstar Quantitative Rating for Funds
By Madison Sargis, Timothy Strauts  | 27 August 2018

With this new quantitative approach, we provide a forward-looking assessment for nearly every fund in the U.S. market through the combination of the two rating systems.
Quantitative Analysis
Rating Ourselves
Research Paper
AM Sales & Marketing
Morningstar Direct U.S. Asset Flows Update--July 2018
By Kevin McDevitt, Michael Schramm  | 23 August 2018

After last month's outflows, long-term U.S. open-end and exchange-traded funds collected $32.1 billion in inflows.
Flows
Research Paper
How Does Sustainability Impact Investor Decisions?
By Madison Sargis, Dan Kleeman  | 17 August 2018

Quantitative Analytics Quarterly How Does Sustainability Impact Investor Decisions?
Quantitative Analysis
ESG/Sustainable Investing
Flows
Research Paper
AM Sales & Marketing
Morningstar's Active/Passive Barometer Midyear 2018: Active Funds' Success Rates Decline in the Year's First Half
By Ben Johnson, Alex Bryan  | 15 August 2018

Active managers' success rates dipped in the first six months of 2018. Morningstar has added seven new Morningstar Categories to its semiannual study of active funds' performance versus their passive peers.
Fees & Expenses
Performance
Active Investing
Passive Investing
Research Paper
Individual
Advisor
AM Sales & Marketing
Fund Buyer
Morningstar ETF Managed Portfolios Landscape--Q1 2018
By Ben Johnson  | 07 August 2018

Assets in ETF managed portfolios decreased slightly in the first quarter of 2018. At the end of March, strategies in Morningstar's database had collective assets under management and assets under advisement of $121.9 billion.
ETFs
Research Paper
Individual
Fund Buyer
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