Morningstar index returns 2020

    • [PDF File]Page 1 of 21 Vanguard S&P 500 Growth ETF VOOG

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      1,141 Funds in Category 17 Jun 2020 18:08, UTC The Overall Morningstar Rating is based on risk-adjusted returns, derived from a weighted average of the three-, five-, and 10-year (if applicable) Morningstar metrics. The conduct of Morningstar’s analysts is governed by the Code of Ethics and Investment Research Integrity Policy.

    • [PDF File]BlackRock LifePath Index Target-Date ... - Morningstar, Inc.

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      Morningstar Analyst Rating ... whole, they are pricey for an index-based series. ... 2055 2050 2045 2040 2035 2030 2025 2020 2015 2010 2005 2000 1995 Retirement Date

    • [PDF File]Moderate Profile Portfolio

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      The Morningstar Target Risk Index family is designed to meet ... Calendar Year Total Returns 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 ... It is an assessment of the variations in monthly returns, with an emphasis on downside variations, in comparison with the

    • [PDF File]Stocks and Bonds - Wells Fargo Advisors

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      Returns Over Various Time Periods as of December 2019 15 Past performance is no guarantee of future results. This is for illustrative purposes only and not indicative of any investment. An investment cannot be made directly in an index. Returns are calculated as annualized total returns for the time periods indicated. ©Morningstar 2020.

    • Stocks, Bonds, Bills, and Inflation (SBBI

      (2020 Summary Edition), or any other product (existing or to be developed) based upon the methodology and/or data published herein. One of the primary sources of raw data used to produce the derived data and information herein is Morningstar, Inc. Use of raw data from Morningstar, Inc. to produce the information herein does

    • [PDF File]How Does European Sustainable Funds ... - Morningstar

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      Morningstar Manager Research June 2020 Hortense Bioy, CFA ... returns than if they had invested in traditional funds . ... passive funds have gained in popularity and more ESG ETFs and index funds ...

    • Moderate Conservative Portfolio - Morningstar, Inc.

      The indicated returns are the historical annual compounded total returns of the HSBC Mutual Funds and/or HSBC Pooled Funds including changes in unit value and reinvestment of all distributions and does not take into account sales, redemptions, distributions

    • [PDF File]Morningstar Multi-Sector Market Indices

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      1.77 2.48 3.14 19.66 8.91 as at 31 December 2020 0.00 1.37 32.13 28.39 7.41 Morningstar ® Multi-Sector Market Indices Multi-Sector Fund Performance Benchmarks Morningstar calculates and publishes ...

    • [PDF File]SEPTEMBER 30, 2021 FACT SHEET - PTAM

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      RETURNS (%) n PTIMX n BbgBarc Municipal Bond Index n Morningstar Muni National Interm Category PERCENTILE RANK IN MORNINGSTAR CATEGORY (based on total returns) 1-Year 3-Year 5-Year 10-Year Since Inception PTIMX 40 5 7 1 1 Number of Funds in Category 295 263 229 169 218 CALENDAR YEAR RETURNS (%) 2021 YTD 2020 2019 2018 2017 2016 2015 2014

    • [PDF File]QuickStart Guide to Morningstar Direct

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      Navigating in Morningstar Direct Overview Morningstar Direct January 2020 6 © 2020 Morningstar. All Rights Reserved. Navigating in Morningstar Direct

    • [PDF File]Morningstar Wide Moat Focus Index: Year in Review

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      Morningstar Wide Moat Focus Index Performance vs. Benchmark (% total returns) Source: Morningstar Direct. Data as of Dec. 31, 2020. 2020 Trailing 3-Yr Trailing 5-Yr Trailing 10-Yr Live Inception Morningstar Wide Moat Focus Index 15.09% 15.72% 18.61% 15.70% 12.64% Morningstar US Market Index 20.90% 14.63% 15.52% 13.90% 9.58%

    • [PDF File]Creating Searches in Morningstar Direct

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      Working with Simple Searches Exercise1:Create a search from the LocalDatabases module Morningstar Direct January 2020 8 © 2020 Morningstar. All Rights Reserved.

    • [PDF File]Morningstar ESG Indexes Outperform in Risk/Return Analysis ...

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      × The Morningstar US Sustainability Index underperformed in 2020 and for the five-year period despite being heavier on technology and lighter on energy. × ESG screens have recently been more successful outside the U.S. 1 Morningstar. "Global Sustainable Fund Flows: Q3 2020 in Review." Morningstar Manager Research. October 2020.

    • [PDF File]Market Index Returns Base Currency - Returns to 31-12-2020

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      Market Index Returns Base Currency - Returns to 31-12-2020 Index Name Financial YTD BASE Calendar YTD BASE 1 Month BASE 3 Month BASE 6 Month BASE 1 Year BASE 3 Year BASE 5 Year BASE 10 Year BASE Australian Cash and Bonds Morningstar AU Trsy Bd GR AUD 0.21 4.32 -0.37 -0.60 0.21 4.32 5.90 4.75 5.65

    • Fidelity Freedom Index 2020 Fund - Investor Class (FPIFX)

      Morningstar Category Target-Date 2020 Risk of this Category Overall Rating ... FID FF Idx 2020 Comp Idx: Fidelity Freedom Index 2020 Composite Index is a customized blend of the following unmanaged indexes: Dow Jones U.S. Total Stock Market Index, MSCI All Country World ex ... It is calculated by dividing the fund's excess returns (the fund's ...

    • [PDF File]2021 Value of an Advisor Study - Russell Investments

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      Source: Morningstar. In USD. Returns based on S&P 500 Index, for 10-year period ending December 31, 2020. For illustrative purposes only. Index returns represent past performance, are not a guarantee of future performance, and are not indicative of any specific investment. Indexes are unmanaged and cannot be invested in directly. Initial $100k ...

    • [PDF File]Stocks and Bonds: Risk Versus Return 1970 2020

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      mean, respectively. Standard deviation measures the fluctuation of returns around the arithmetic average return of the investment. The higher the standard deviation, the greater the variability (and thus risk) of the investment returns. An investment cannot be made directly in an index.

    • [PDF File]Low Bond Yields and Safe Portfolio Withdrawal Rates

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      Low Bond Yields and Safe Portfolio Withdrawal Rates David Blanchett, CFA, CFP® Head of Retirement Research Morningstar Investment Management Michael Finke, Ph.D., CFP®

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