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    • [PDF File]The Morningstar Category Classifications

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      The Morningstar Category classifications were introduced in 1996 to help investors make meaningful comparisons between mutual funds. Morningstar found that the investment objective listed in a fund’s prospectus often did not adequately explain how the fund actually invested.

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    • [PDF File]List of Consumer Reporting Companies

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      free Most consumer reporting companies – especially the bigger nationwide companies – will provide your information to you for free. We tell you which do. A few companies in the list will also provide you with a free risk score if you request it. We tell you which of those do as well.

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    • Standard & Poor's Ratings Definitions

      Standard & Poor's Ratings Definitions (Editor's Note: We've republished the ratings definitions to add mid-market evaluation ratings and national scale insurerfinancial strength ratings definitions. We also added a table showing national scale insurer financial strengths ratings definitions

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    • [PDF File]GLOBAL RESEARCH | PUBLISHED BY RAYMOND JAMES & …

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      ratings. Raymond James Ltd. (Canada) has target prices for all stock ratings. Projected 12-month price targets may not reflect recent stronger price action in a specific stock. Earnings = EPS unless otherwise denoted. Currency for earnings is the same as that of the Closing Price unless otherwise denoted.

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    • [PDF File]Guide to Morningstar’s Equity Research Methodology

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      average of more than ten years of experience in the financial services industry, and more than 60% of them have an M.B.A., a CFA charter, or both. ... three-stage free cash flow model, each stock within our universe is assigned a fair value estimate. ... so the star ratings, in the aggregate, can serve as a …

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    • [PDF File]Your Guide to CFRA Stock Reports - MarketScope

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      Stock Reports Ourgive you easy access to decisions actionable research. equity Your Guide to CFRA Stock Reports Quality. Scale. Performance. For over 80 years, advisors andinvestors have looked to CFRA’s, its predecessor S&P Capital IQ’s, Stock Reports for investment confidence, objectivity and unique research.

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