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In 2006, Morningstar acquired Ibbotson Associates, Inc., an investment research firm. [14] In 2007, Morningstar acquired the mutual fund data business of S&P Global. [15] In 2010, Morningstar acquired credit rating agency Realpoint for $52 million and began offering structured credit ratings and research to institutional investors. [16]
The Morningstar Analyst Rating debuted in 2011 as a qualitative rating assigned by Morningstar's team of manager research analysts for funds under their coverage. This forward-looking metric is analyst-driven, and is considered an aptitude test of a fund manager's capabilities in a specific strategy. [ 1 ]
Best on the Street, earlier known as the All Star Analysts Survey is an annual survey-cum-contest of financial analysts in the United States conducted by The Wall Street Journal. [ 1 ] [ 2 ] [ 3 ] Many financial firms participate in the survey and boast about the results on their websites.
Morningstar data also shows massive inflows into single-stock levered ETFs from the second half of 2022 to year-end 2024. As of December, assets in single-stock ETFs exceeded $24 billion, up from ...
According to David Swartz, a Morningstar senior equity analyst, the field includes names like Adidas, Lululemon, Under Armour, and Puma. But he says one company stands out above the others.
Data source: Morningstar.com. The portfolio, tracking the Dow Jones US Dividend 100 Index, is well balanced by sector, with 18.7% in financial services companies, 17.6% in healthcare stocks, and ...
Nathan E. "Ned" Davis (born 1945/1946, Nashville), is an American financial analyst, finance author, and co-founder of the Ned Davis Research Group (NDRG), a data-driven investment research company based in Venice, Florida.
William Kerwin, an equity analyst at Morningstar, says the biggest risk he sees ahead for Corning is how capital-intensive its products are to produce—in terms of both manufacturing and research ...