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Investing Classroom Morningstar

(3 days ago) Build your knowledge of investing with our self-study course covering stocks, funds, ETFs, bonds, and portfolio construction. We sell different types of products and services to both investment

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Stock Investing Morningstar

(5 days ago) Our stock-picking approach focuses on long-term advantages and intrinsic value. Learn about stock investing and read on to see our analysts' takes on the latest stock stories.

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Investing Insights Morningstar

(5 days ago) Investing Insights. Get stock, fund, and ETF picks, plus personal finance advice, investing tips, and exclusive fund manager interviews. -- Chicago-based Morningstar, Inc. is a world-leading

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Retirement Investing Morningstar

(8 days ago) ESG Investing Solutions Morningstar Research Morningstar Data Money Management Morningstar Indexes Morningstar Managed Portfolios Morningstar Retirement Manager

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Mutual Fund Investing Morningstar

(4 days ago) Learn about mutual fund investing, and browse Morningstar's latest research on funds. Find your next great investment and explore picks from our analysts.

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7 Great Investing Books for Beginners Morningstar

(1 days ago) Investing icon John Bogle died on Jan. 16, 2019, but he left behind an impressive legacy: He revolutionized the mutual fund industry and was a tireless advocate for investors. He pioneered the

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Best Investing Podcasts for Beginners Morningstar

(2 days ago) 7 Great Investing Books for Beginners; Planet Money Sometimes, complex financial concepts and market events are easier to understand when there is a …

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Sustainalytics: 10 Investing Themes for 2021 Morningstar

(8 days ago) Sustainalytics’ annual outlook report, 10 for 2021: Investing in the Circular Food Economy, presents investors with 10 environmental, social, and …

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Special Report: Women and Investing Morningstar

(8 days ago) 55% of job losses in 2020 were experienced by women. 32% of working women ages 25-44 who say they're not working because of childcare demands. This special report examines women and investing

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ESG Investing Morningstar

(Just Now) Learn more about ESG investing and how the Morningstar Sustainability Rating can help you align your investments with your values.

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7 Elements of Great Investing Advice Morningstar

(Just Now) Great investing advice is independent. Everyone wins when we put investors first, and conflicted advice is a sure path to loss of trust and diminishing returns. Morningstar is …

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The Best Inflation-Fighting Investments for Retirees

(7 days ago) Investing Specialists The Best Inflation-Fighting Investments for Retirees In-retirement portfolios should include a blend of inflation hedges and inflation beaters.

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Investing Do's and Don'ts Morningstar

(7 days ago) This is my personal investing manifesto, written in a do's-and-don'ts format. Roughly 90% of my household's investable assets reside within 401(k) plans, IRAs, or 529s.

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ESG Investing Comes of Age Morningstar

(8 days ago) Sustainable investing goes by many names, but it isn’t a passing fad or a new trend—it dates back decades and has ascended quickly in the past 10 years. What started as a rush by certain

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The Science of Investing Morningstar

(8 days ago) Style investing is a kind of factor investing, dealing with only two factors: size (large-small) and value (value-growth). A working definition of a factor is an attribute of an asset that both

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Morningstar's Guide to Life-Stage Investing Morningstar

(6 days ago) An Investing Road Map for Retirees For people in drawdown mode, tips on asset allocation, Social Security, annuities, withdrawal rates, and more. An Aggressive Retirement Bucket Portfolio (Mutual

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Is Emerging-Markets Investing Worth the Risk

(9 days ago) The road to successful investing in emerging markets is littered with potholes, speed bumps, and tolls. The risks facing investors in these markets are many and acute. Over the 10 …

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How to Invest RMDs You Don't Need Morningstar

(6 days ago) Assuming you're investing the money for long-term growth, holding individual stocks--preferably nondividend payers--gives you maximum control over …

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Sustainable Investing Morningstar Investment Management

(1 days ago) Investing in open-end management investment companies (i.e. mutual funds) involves risk. The value of an investment in a fund within Morningstar Funds Trust may go down. Morningstar Funds Trust uses a multi-manager approach; therefore, in addition to market fluctuation, a specific Morningstar fund's performance is derived from the skills of the

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The Morningstar Sustainable Investing Handbook

(Just Now) 2 The Morningstar Sustainable Investing andbook The Emergence of Sustainable Investing Sustainable investing is a long-term approach that incorporates environmental, social, and governance (ESG

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Commodity Funds Morningstar

(3 days ago) Commodity Funds. Funds that invest in commodities, or raw materials such as oil and wheat, mainly through futures contracts. Fund Name. Morningstar Category. Adjusted Expense Ratio %. Return Rank

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Helping Clients With an ESG Investing Policy Statement

(9 days ago) How To Incorporate Sustainable Investing Into Your Practice; A typical IPS includes sections summarizing the client’s goals and liquidity needs, risk …

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An Investing Road Map for Pre-Retirees Morningstar

(2 days ago) Investing Specialists An Investing Road Map for Pre-Retirees The late 50s and early 60s are the perfect time for investors to embark on a savings sprint, assess the viability of their portfolio

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Integrating Sustainable Investing: The Landscape of

(9 days ago) 22 hours ago · Sustainable investing doesn’t stop after security selection, though. There is an ongoing process for monitoring material risks and opportunities in the portfolio, both financial and ESG.

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Closing the Gap: Building Black Dollars Morningstar

(9 days ago) In this week’s podcast, we’re pleased to present, “Closing the Gap: Building Black Dollars.” Financial professionals Brian Thompson and Rachel J. Robasciotti joined Morningstar associate

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Morningstar's Guide to Income Investing Morningstar

(3 days ago) Morningstar's Guide to Income Investing. We help income-seekers explore their options in a low-yield environment. Hell hath no fury like a retiree …

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How to Invest in a Deflationary Environment Morningstar

(7 days ago) The classic deflation hedge is a simple fixed-rate investment--cash or government-issued bonds. (Corporate bonds will tend to be more vulnerable in a …

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Market X-Ray: Want to Invest in Infrastructure

(9 days ago) In this bonus episode of “Investing Insights,” Dave Sekera, chief U.S. market strategist for Morningstar Research Services, discusses the infrastructure debate in Washington and the companies

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ESG — Sustainable Investing Morningstar

(1 days ago) Sustainable investing is an overarching investment approach that incorporates environmental, social, and corporate governance (ESG) criteria throughout the investment process.

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Are Your Clients ESG Investors

(1 days ago) Sustainable investing—the use of environmental, social, and governance factors to assess investing alternatives—is gaining momentum across the industry.

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Why Become an ESG Investor

(1 days ago) That ESG investing has become thoroughly mainstream is demonstrated by the decision of Wharton’s MBA program--traditionally, the Wall Street feeder--to add ESG research to its curriculum

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Pinning Down Portfolio Rules of Thumb Morningstar

(2 days ago) Investing can be incredibly complicated, with hundreds of thousands of investment choices that can be combined in nearly infinite variations. The sheer number of options available- …

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100 Must-Know Statistics About Women and Retirement

(5 days ago) Investing behaviors may be a contributor--specifically, women tend to invest less and hold more cash than their male counterparts. But the major …

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Investing in Times of Climate Change A Global View of the

(Just Now) Investing in Times of Climate Change A Global View of the Expanding Choice Available to Climate-Aware Investors Executive Summary. Climate change is already wreaking havoc on Earth's natural

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How Asset Managers Are Driving ESG Investing Morningstar

(8 days ago) Asset Managers Have Embraced ESG Investing, but Lack of Common Nomenclature is Problematic for Investors There are now 311 sustainable open-end and exchange-traded funds in the United States (more

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Investing pioneer Charles Ellis says you're -2- Morningstar

(1 days ago) Investing pioneer Charles Ellis says you're -2-. Ellis: David Swensen was the most extraordinarily wonderful person anybody in investment management has …

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How Does Investing in ESG Companies Affect Returns

(1 days ago) To determine if there is a risk/reward trade-off for investing in good ESG companies, we borrowed from the premium model established by University of …

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Keynes, the Investor Morningstar

(3 days ago) Keynes' influence as a major thinker on investing is so profound that he's swayed some of the most influential figures in modern finance. Vanguard founder John C. …

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Speculating and Investing Are Not One and the Same

(5 days ago) Investing During an Era of Speculation; So, the extent that free trading makes stock trading nearly universal, I think it would almost certainly lead to lower returns in the future.

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Core vs. Noncore Investments

(1 days ago) The core-holding concept has to be one of the most exciting investing ideas since Christopher Columbus started cold-calling potential backers. Okay, that's sarcasm. "Core holding" and "exciting

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The Best Value Funds Morningstar

(4 days ago) The Best Value Funds. These value-focused mutual funds and ETFs all earn Morningstar Analyst Ratings of Silver or better. Susan Dziubinski. Apr …

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Bill Bernstein: We're Starting to See all of the Signs of

(4 days ago) Bill’s background and entree to finance is unique--a neurologist by training, Bill taught himself the principles of investing and asset allocation, eventually parlaying that knowledge into a

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Alger Responsible Investing A (SPEGX) Quote Morningstar

(Just Now) Alger Responsible Investing A. SPEGX. Morningstar Analyst Rating. Quantitative rating as of May 31, 2021. Quote Fund Analysis Performance Risk Price Portfolio People Parent. NAV / 1 …

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Are Value Stocks Due for a Comeback

(9 days ago) Bryan: Value investing is all about buying stocks that are trading at low valuations, low multiples of things like earnings, book value, and sales. It's based on the premise that stocks that are

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Active vs. Passive Fund Performance: 5 Learnings from the

(2 days ago) 5 Takeaways About Active vs. Passive Fund Performance From Our Year-End 2019 Report. Active funds’ one-year success rates increased versus 2018 in 14 of the 20 categories we examined. Altogether

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IQ Merger Arbitrage ETF (MNA) Quote

(7 days ago) IQ Merger Arbitrage ETF. MNA. Rating as of Jun 30, 2021. Quote Fund Analysis Performance Risk Price Portfolio Parent. Premium. Morningstar’s Analysis. The Morningstar Analysis section contains a

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