Morningstar index performance

• [DOC File]Morningstar's Risk-adjusted Ratings

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  The last decade has seen the rapid growth of investment via mutual funds across the globe. This has led to a demand for simple measures of the performance of such funds. In the United States, the most popular is the "risk-adjusted rating" (RAR) produced by Morningstar, Incorporated.

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• Draft - Morningstar, Inc.

  The fact that the Company’s shares are part of the basis for calculating Russian and foreign indexes is a high assessment of their fundamental appeal. According to data as at 30 December 2010, the weighting of the Company’s shares in the MSCI Russia index is 1.48% and in the MSCI Emerging Markets index – 0.045% (on the date of inclusion).

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• [DOC File]Section 1 – Licensed Data General Info

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  Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Please refer to your contract for other specific notices and disclaimers pertaining to the data contained in your feed. Communications from Morningstar. Data ...

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• [DOC File]Market Barometer - Morningstar

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  Morningstar Advisor Workstation is a web-based solution specifically designed for financial advisors, bringing together . the best. ... Index performance is easily seen in context and patterns can be quickly discerned. Increase the power of your sales pitch with Hypothetical Illustrations.

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• [DOC File]Dear Client: - Morningstar, Inc.

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  Morningstar Return is displayed in decimal format and is calculated only for those investments with at least three years of performance history. Morningstar Return Rating An annualized measure of a fund's load-adjusted excess return relative to the return of the 90 …

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• globaldocuments.morningstar.com

  The Performance Fee is as specified in Appendix 1 for each Sub-Fund. The method of calculation of the Performance Fee is set out in Appendix 4. Administration Servicing Fee. The Fund incurs an administration servicing fee (the “Administration Servicing Fee”) of 0.05% to 0.3% per annum of the Net Asset Value of the A, C, D, F, I and Z Share ...

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• [DOC File]Dear Client: - Morningstar Login Page

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  The Morningstar Risk-Adjusted Returns are used to determine the extended performance Morningstar Rating. The extended performance Morningstar Rating for this fund does not affect the retail fund data published by Morningstar, as the bell curve distribution on which the ratings are based includes only funds with actual returns.

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• [DOC File]Return Type - Morningstar Log In

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  Indicates an index that is listed in local currency. This listing represents the theoretical performance of an index without any impact from foreign exchange fluctuations. USD: Indicates an index that is US dollar priced. Hdg USD: Indicates an index that is currency-hedged in USD. Other general abbreviations

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