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[DOC File]Financial Planner’s Approach to Investment Selections for ...
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Principia, which Morningstar describes as “…investment research and portfolio diagnostic software for financial advisors…,” offers the researcher a number of screening tools to narrow the search to much more manageable numbers. Each advisor must select the optimal screening criteria for his search.
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[DOC File]Morningstar's Risk-adjusted Ratings
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Morningstar's measure of a fund's return is the difference between the cumulative value obtained by investing $1 in the fund over the period and the cumulative value obtained by investing $1 in Treasury bills: ... Rather than continue the search …
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The Darin Fund. This document has been prepared in accordance with the Collective Investment Schemes Sourcebook (COLL) (the "Sourcebook") made by the Financial Services Authority ("FSA"). …
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[DOCX File]Getting Data from Morningstar
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fund for your Emergency Fund that is open-end, low cost, has a strong historical rating, can be purchased with a $3,000 minimum investment, and that is open to new investors. However, as of 3/30/17, there were no Money Market Funds in the Morningstar database. As a second method, we choose to use a Taxable Short-term bond fund …
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Morningstar fund search