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  2. Morningstar Rating for Funds - Wikipedia

    en.wikipedia.org/wiki/Morningstar_Rating_for_Funds

    The Morningstar Rating for Funds is a rating system for investment funds operated by Morningstar. The Star Rating, debuted in 1985, a year after Morningstar was founded. The 1- to 5-star system, "looks at a fund's risk-adjusted return based on its performance over three, five and 10 years and on its volatility. The highest rating of five stars ...

  3. Sustainalytics - Wikipedia

    en.wikipedia.org/wiki/Sustainalytics

    Sustainalytics is a company that rates the sustainability of listed companies based on their environmental, social and corporate governance (ESG) performance. [1] The company was born of a merger between Toronto-based Jantzi Research, which was founded in 1992 by Sustainalytics' current CEO Michael Jantzi, and its European counterpart. [2]

  4. Morningstar, Inc. - Wikipedia

    en.wikipedia.org/wiki/Morningstar,_Inc.

    The name Morningstar is taken from the last sentence in Walden, a book by Henry David Thoreau; "the sun is but a morning star". [8] [9] In July 1999, Morningstar accepted an investment of US$91 million from SoftBank in return for a 20 percent stake in the company. The two companies had formed a joint venture in Japan the previous year.

  5. 3 new reasons to be concerned about Magnificent 7 stocks

    www.aol.com/finance/3-reasons-dump-magnificent-7...

    Amazon alone sees $104 billion in capital expenditures this year, well above prior analyst forecasts of $80 billion to $85 billion. The stocks have tended to react negatively to these bold ...

  6. I Need to Make a Big Investment Decision—Should My $40K Go ...

    www.aol.com/big-investment-decision-40k-vtc...

    The stock market has been on a roller coaster ride for the past five years. It crashed at the outset of Covid, only to immediately make a U-turn and rage higher. Then it crashed again in 2022 only ...

  7. 7 best high-yield ETFs for unlocking passive income in 2025 - AOL

    www.aol.com/finance/7-best-high-yield-etfs...

    Fund (Symbol) Yield. Expense ratio. SPDR Portfolio High Yield Bond ETF (SPHY) 7.7 percent. 0.05 percent. SPDR Bloomberg Short Term High Yield Bond ETF (SJNK)

  8. Dow Jones Sustainability Indices - Wikipedia

    en.wikipedia.org/wiki/Dow_Jones_Sustainability...

    The Dow Jones Sustainability Indices (DJSI) launched in 1999, are a family of indices evaluating the sustainability performance of thousands of companies trading publicly, operated under a strategic partnership between S&P Dow Jones Indices and RobecoSAM (Sustainable Asset Management) [1] of the S&P Dow Jones Indices. They are the longest ...

  9. Performance attribution - Wikipedia

    en.wikipedia.org/wiki/Performance_attribution

    Performance attribution, or investment performance attribution is a set of techniques that performance analysts use to explain why a portfolio's performance differed from the benchmark. This difference between the portfolio return and the benchmark return is known as the active return .