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Fundamentals for Investors

investment losses; however, by investing in a mix of these investments, investors may be able to insulate their portfolios from major downswings in any one investment. Over the long run, it is common for a more risky investment (such as stocks) to outperform a less risky diversified portfolio of …

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URL: http://home.mp.morningstar.com/elabsLinks/FundamentalsForInvestors_2016.pdf

Global Investing

(9 days ago) One premise behind investing globally is to leverage a team’s global research through a portfolio of “best ideas.” × Our research showed that a global fund fared well when compared to a distinct domestic or international strategy managed by the same investment team* × Oakmark Global Select achieved the highest rate of return of the

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Morningstar Investment Services Managed Portfolios

(8 days ago) to ETF investing. Each is built to take advantage of market opportunities wherever they arise. After you’ve worked with your advisor to determine which strategies best suit your needs, we invest your money in the areas of the market that we think off er the best value. Many of our ETF off erings employ a “core and explore” approach.

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At a Glance Morningstar Investment Services

(7 days ago) a fundamental part of a long-term investing plan.4 Series Mutual Fund Portfolios Minimum Investment ETF Portfolios Mutual Fund/ ETF Portfolios Select Stock Baskets Asset Allocation5 Conservative Income & Growth Moderate Growth Growth Aggressive Growth Asset Allocation Conservative Income & Growth Moderate Growth Growth Aggressive Growth Active

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Morningstar Investment Services

(Just Now) bring an average of 20 years of experience, including investing through significant market cycles. Morningstar’s Investment Management group includes Morningstar Associates, Ibbotson Associates, and Morningstar Investment Services, which are registered investment advisers and wholly owned subsidiaries of Morningstar, Inc.

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Morningstar Investment Services The Many Faces …

(8 days ago) For instance, investing risk is not all (or even mostly) about the market’s volatility (the Dow’s daily ups and downs on Fed talk, China’s latest data, or any number of global worries). When thinking about investment risk, you need to consider company fundamentals (what will cause this firm to succeed or

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Morningstar Investment Services Select Stock …

(Just Now) Though “dividend-investing” often brings to mind stodgy utilities or banks, the Dividend portfolio is composed of stocks from a variety of industries. The common-thread is that the typical name is significantly undervalued, finan-cially strong, and founded on a durable business model. U.S. Wide Moat Focus—Invests equally in the twenty

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Morningstar Investment Services, Inc. (“MIS”)

(4 days ago) Prior to joining MIS, Mr. Owens was a senior equity analyst and investing spe-cialist in Morningstar, Inc.’s equity research department. Before joining Morningstar in January 2005, Mr. Owens spent five years as a consultant in capital advisory and corporate restructuring, two years as the chief operating

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Morningstar Investment Services Retirement …

(4 days ago) Morningstar Investment Services Retirement Income Portfolios A Solution for Every Retirement Stage Our retirement income model portfolios are specifically

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1.5% 2 3.6% -0.4% 0 -2.2% 4-2

(6 days ago) At Morningstar Investment Services, we believe in investing for the long-term. Over time, the risk of equity investments losing value appears to diminish, because periods of high returns tend to offset periods of low returns. With the passage of time, these offsetting periods result in the dispersion of returns converging toward the average.

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Morningstar Investment Services Success Factors …

(3 days ago) Investing does not ensure a profitable outcome and always involves risk of loss. Asset allocation is a method used to help manage risk. It does not ensure a profit or protect against a loss. This is for informational purposes only and should not be considered tax or financial planning advice. Please consult a tax and/or financial professional

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Morningstar Investment Services Asset Allocation …

(6 days ago) overall financial picture, and investing expectations into account. From there, your advisor will identify the mutual fund or ETF model portfolios that best fit your needs. Building Your Investment Plan Once your plan is in place, your advisor will work closely with you to chart your progress toward your goals over time. Your advisor will keep you

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Michelle Ward, CFA Investment Manager …

(6 days ago) Investing for superior risk-adjusted returns also acts a form of discipline in itself. Otherwise we might be prone to chase performance into funds that have the best recent raw returns. Instead of falling in love with the manager du jour, we focus our efforts on identifying …

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For Financial Advisor and Current Client Use Only

(2 days ago) relatively low risk form of alternative investing in which a fund manager takes long positions in the shares of firms slated to be acquired and shorts the stock of the acquiring firm. The idea is to exploit opportunities for riskless profits in these situations (which arise typically because the market discounts in the risk that a merger deal

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Active/Passive Portfolios

(2 days ago) investing lifetime. Actively Managed Fund Investing Active management is an approach to managing money in which a mutual fund’s manager invests with one goal: outperforming a benchmark. To decide which securities to buy, hold, and sell, active fund managers

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Morningstar Investment Services Exchange-Traded …

(9 days ago) the investing landscape. With a single ETF trade, investors can access broad swaths of the capital markets or target narrow segments. In our opinion, given their low stated expenses and inherent tax efficiencies, ETFs are very well suited to portfolio construction. Our managed ETF portfolios put this investment potential within investors’ reach.

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For Financial Advisor Use Only Morningstar …

(5 days ago) process of investing in a diversified portfolio by unpacking the cost of pure market exposure and active management. This ought to appeal to clients who are increasingly attentive to the fees they pay for their investments. Managed ETF portfolios also make it easier to …

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ExpertNvest: Qualified Plan Solutions Offered by

(7 days ago) Investing successfully can be a challenge. To make the best decisions, investors must know the market intimately, Morningstar Investment Services research it obsessively, and manage their investments Morningstar Managed Plan Solutions is a comprehensive actively. Most importantly, they need to …

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Why Managed Money

(2 days ago) IVA Worldwide: Flexible world-allocation fund that seeks capital appreciation by investing across various asset classes around the globe Source: Morningstar Direct. As of 03/31/2013. References to securities should not be viewed as a recommendation to buy or sell …

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As of October 8, 2014 For Financial Advisor and …

(1 days ago) long-term investing and diversification. Morningstar Investment Services Talking Points , Your Portfolio, and Diversification A Q&A with Jeff Ptak s As of October 8, 2014 For Financial Advisor and Current Client Use Only Jeff Ptak, CFA President and Chief Investment Officer .

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Morningstar Investment Morningstar Managed …

(Just Now) Mutual funds investing in foreign securities incur risk greater than domestic securities due to such risks as political, economic, and currency fluctuation. Mutual funds investing in high yield bonds involve greater risk due to lower credit quality of the issuers.

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Why the Time is Now: Managed Money and Your …

(7 days ago) × Momentum investing: tendency of investments to show persistence in their patterns of returns × Can exist in nearly all securities, sectors, international markets, and asset classes. × Supported by nearly two decades of academic research × Ibbotson: strategies buying recent winners, selling recent underperformers generate

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Morningstar Managed PortfoliosSM Select Stock …

(7 days ago) “dividend-investing” often brings to mind stodgy utilities or banks, the Dividend portfolio is composed of stocks from a variety of industries. The common-thread is that the company’s business performance, investor perceptions, stock market typical name is significantly undervalued, financially strong,

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Managed Portfolios Morningstar Investment Services

(7 days ago) Our Retirement Income Portfolios Four distinct managed portfolios diversified across asset classes Targeted payouts ranging from 4–7% Time horizons from 1 to 20+ years Endowment-like approach Payouts derived from total return, not reliant solely on yield Monte Carlo Analysis, 95% confidence. Monte Carlo adjusts for inflation. Figures are based on a recent allocation, and are subject to ch

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The U.S. stock market has pulled back in recent …

(5 days ago) implications for investing, and what we’re doing in response. What is the fiscal cliff? The fiscal cliff is a set of tax increases and spending cuts scheduled to take effect at the end of this year. Tax increases include the expirations of the Bush-era tax cuts, the payroll tax cut, and the introduction of taxes from the Affordable Care Act.

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For Financial Advisor Use Only Investment Manager

(4 days ago) believe in active investing but are under no illusions that it’s easy. Thus, we diversify widely, watch expenses closely, try not to trade too often, and go our own way (i.e., diverge from the index when supported by fundamental research). To what end? We want to generate superior risk-adjusted gross returns over a market cycle.

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As you’re probably aware, the stock market has …

(4 days ago) of investing in stocks as part of a long-term investing plan. With that in mind, we’ve prepared the following series of questions and answers to offer our perspective on the recent market flux and place it in fuller context. As of October 15, 2014, the S&P 500 Index had declined 7.4% from its mid-September peak, but other indexes had lost more.

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What’s in a Star Rating

(8 days ago) As shown in the chart, we’re investing nearly 80% of assets in funds that have earned at least a “bronze” rating. In other words, we’re investing the clear majority of assets in funds that Morningstar, Inc.’s analysts believe will, at worst, beat the relevant category average in the future.

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Recently, Bill GrossMorningstar Investment Services

(8 days ago) Investing in PIMCO total Return involves risks including loss of principal, interest rate and credit risk, High yield risk, liquidity risk, derivatives risk, Mortgage-Related and Other Asset-Backed Securities Risk, Emerging Markets Risk, currency risk, Leveraging Risk, Convertible Securities Risk, Short Sale …

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About Tortoise and Hare Stock Baskets

(7 days ago) of investing). How can subscribers learn more about this offering? If they’re ready to find out more about how they can invest in the Tortoise and Hare Select Stock Baskets, they can call Morningstar Investment Services at +1 866 765-0663. *As a Morningstar, Inc. employee, …

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For Financial Advisor and Current Client Use Only

(6 days ago) Investing in mutual funds involve risk, including possible loss of principal. Investments in specialized industry sectors have additional risks, which are outlined in the prospectus. 2. Managing sector exposure Summary: We’ve pivoted toward corporates and mortgages and away from

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Between Bonds and a Hard Place

(5 days ago) Investing in alternative investments may not be suitable for all investors and involve special risks such as risk associated with leveraging the investment, potential adverse market forces, regulatory changes, and potential illiquidity. There is no assurance that the investment objective

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Q&A with Morningstar Investment Management …

(1 days ago) Our portfolios are driven by long-term valuation-driven investing. Events like this make us glad we’re not peering into a crystal ball and betting investors’ portfolios on our predictions about the future. Page 2 of 3 Response to the U.S. Presidential Election 9 November 2016 …

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As most practitioners can well attest, delivering …

(6 days ago) investing process (when some combination of stocks or bonds would suffice). Alternative: Ladder individual bonds. This, too, isn’t perfect, as a ladder obviously isn’t the same as a guarantee. What’s more, a ladder might not be able to produce the kind of income stream that a guarantee would, depending on its terms.

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Update on Recent Investment Performance

(Just Now) The managers we use generally attempt to add value by investing in securities like corporate or mortgage bonds, meaning that they normally underweight Treasuries. That positioning has hampered relative performance amid a flight-to-safety which has propelled the Treasury bond market.

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Morningstar Investment Services Asset-Class …

(2 days ago) Although investing in a diversified portfolio may prevent an investor from capturing top-performer returns in any given year, this strategy can also protect an investor from experiencing extreme losses. For example, in 2014, a diversified portfolio would have returned 7.2%, which was approximately 16.7% lower than the top asset class that

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About Tortoise and Hare Stock Baskets

(3 days ago) mine their suitability for investing in these strategies. Those who qualify, based on their investment objectives, risk tolerance, and time horizon, will be eligible to invest in the Tortoise and Hare Select Stock Baskets. The minimum account size is $100,000. If prospective investors desire to have a financial

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How our Absolute Return portfolio has fared Now …

(Just Now) arbitrage investing, avoiding leverage altogether and regularly buying protection around individual deals. This extremely hedged approach to arbitrage investing limits upside in strong equity market rallies, but it also offers significant downside protection. Furthermore,

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Market Q22013 Perspective

(5 days ago) Gekko, investing was a contact sport for the carnivorous, not the meek. If you needed a support network, Gekko argued, you were in the wrong business. At a time of sagging confidence in the fairness of markets, Gekko might seem like a strange example to invoke. …

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Absolute Return Portfolio

(8 days ago) money by investing in it. Seeded Portfolio Performance Assume all dividend and capital gains distributions are reinvested, are net of underlying fund's fees and expenses, are based on the underlying fund's net asset value as of close of trading on the New York Stock Exchange at the last business day of a month, but do not

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Mutual Fund Broad diversification, distinctive

(7 days ago) In investing, the essentials matter. That’s why we start with research from our affiliate, Ibbotson Associates—a leading authority on asset allocation— to build our portfolios. Ibbotson Associates have shown that the mix of assets in a portfolio can have a greater impact on investment returns than timing markets or picking stocks.

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Jeff Ptak, CFA President and Chief Investment …

(9 days ago) Does the election alter the investing landscape? We don’t think it does, though there are decisions which bear watching. For instance, we would be wary of any move to sharply hike taxes or enact austerity at this juncture, as the Morningstar Investment Services Talking Points The Election’s Impact A …

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The Dividend Select Stock Basket

(Just Now) suitability for investing in these strategies. Those who qualify based on their investment objectives, risk tolerance, and time horizon will be eligible to invest in the Dividend Select Stock Basket. The minimum account size is $100,000 (or $250,000 when creating an account that includes fixed-income mutual funds or exchange-traded funds).

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Exchange-Traded Lower-cost, tax-efficient …

(5 days ago) In investing, the essentials matter. When we build ETF portfolios, we start with research from our affiliate, Ibbotson Associates—a leading authority on asset allocation. Ibbotson Associates have shown that the mix of assets in a portfolio can have a greater impact on investment returns than timing markets or picking stocks.

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Active Passive Blended Mutual Fund/ ETF Portfolios

(5 days ago) In investing, the essentials matter. We start with proprietary research first developed by Ibbotson Associates, Inc. showing that the mix of assets in a portfolio can have a greater impact on investment returns than timing markets or picking stocks. We use risk and return forecasts as a guide to develop

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Mutual Fund Broad diversification, distinctive

(2 days ago) by investing primarily in domestic and foreign equities, while seeking to cushion equity market downturns with modest exposure to fixed-income securities. Long-term growth with moderate volatility. Built with a focus on providing balanced and varied exposure by investing in both equity and fixed-income securities.

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