Morningstar etf performance
[PDF File]iShares Morningstar Small-Cap ETF
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iShares Morningstar Small-Cap ETF Fact Sheet as of 03/31/2020 The iShares Morningstar Small-Cap ETF seeks to track the investment results of an index composed of small-capitalization U.S. equities. ... PERFORMANCE 1 Year 3 Year 5 Year 10 Year Since Inception NAV -24.57% -6.27% -1.17% 6.51% 6.07%
[PDF File]iShares Morningstar Large-Cap Value ETF
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The iShares Morningstar Large-Cap Value ETF seeks to track the investment results of ... PERFORMANCE 1 Year 3 Year 5 Year 10 Year Since Inception ... Morningstar® is a servicemark of Morningstar, Inc., and has been licensed for use by BlackRock. The iShares Funds are not sponsored, endorsed, issued,
[PDF File]Morningstar Guide to Investing
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performance. We publish Analyst Ratings on ETFs, managed funds, and LICs. In essence, think of the Star Rating as a report card of past performance, the Analyst Rating as an aptitude test of its future performance. Morningstar Analyst Rating and Morningstar Star Rating
[PDF File]Morningstar Extended Performance Methodology
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Morningstar Extended Performance Methodology Introduction The structure of an investment portfolio can change over time as the asset manager makes business decisions about distribution channels and the legal structure of the portfolio. For example, a mutual fund may add a new share class, or a closed-end fund may convert to an open-end structure.
[PDF File]Morningstar Analyst Rating™ for ETFs Frequently Asked ...
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Morningstar Analyst Rating™ for ETFs Frequently Asked Questions November 2016 5 current expectations about future events and therefore involve unknown risks and uncertainties that may cause Morningstar’s expectations not to occur or to differ significantly from what was expected.
[PDF File]Performance Reporting—What’s Behind the Numbers?
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ETF Managed Portfolios Research. Performance Reporting—What’s Behind the Numbers? We have made several changes to the Morningstar ETF Managed Portfolios database to better align
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