American washington mutual fund morningstar
[DOC File]Staying the Course: The Impact of Investment Style Consistency
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The source of these returns is the Morningstar mutual fund database. Investment category classifications for each fund as well as portfolio turnover and expense ratio statistics were obtained from the Morningstar database and the Center for Research in Security Prices (CRSP) mutual fund database. ... (Investment Company Institute, Washington ...
[DOC File]Report template - Fuqua School of Business
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all mutual fund cash flows find their way into four or five star-rated Morningstar funds. In our view, the emergence of fund supermarkets on the no-load side and the transition from proprietary products on the load side gives the competitive edge to those companies that …
[DOC File]A Portfolio of Readings
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Average annual returns over the past decade for its biggest fund -- one that invests in small, undervalued stocks -- have been about 16%, four percentage points better than the S&P 500, according to Morningstar Inc., a mutual-fund research company.
[DOC File]SUMMARY PLAN DESCRIPTION - AMERISAFE
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Baron Asset Fund Retail Class BARAX OFBO A Growth mutual fund; the Morningstar Category is Mid-Cap Growth. The investment seeks capital appreciation. The fund invests for the long term primarily in equity securities in the form of common stock of medium-sized growth companies with market capitalizations of between $1.5 billion and $12 billion ...
[DOC File]Watsco Inc - Marquette University
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In February of 2006, the bank acquired Northstar Financial Corporation. FTBK plans to open two branches in the Puget Sounds area sometime between 2Q07 and 4Q07. Major competitors of Frontier include Washington Mutual, Bank of American, Cascade Financial, and City Bank. Recommendation
[DOC File]Table: Comparison of Fund Holdings with Worldscope Database
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Our primary data source is the February 2002 edition of the Morningstar database for each U.S. mutual fund with a stated objective of investing primarily in emerging market equities. All of the sample funds are primarily equity funds with more than 90 percent of their investment in equities.
[DOC File]Chapter 3
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The study, sponsored by the American Federation of State, County and Municipal Employees labor union in Washington and Corporate Library, a corporate-governance research group in Portland, Maine, said big fund groups, in general, "are enabling executive-compensation excesses" and "have not used their voting power" to tie pay more closely to ...
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