Morningstar target risk portfolios
INFORMATION
Risk Profile Description Notes Very low risk The value of the fund is calculated daily on the basis of the market value of underlying cash investments. ... The aim of the Equity funds is to provide investors with long-term capital growth from diversified and actively managed portfolios of securities. Unless otherwise specified in the investment ...
[DOC File]Market Barometer - Morningstar
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Selecting Morningstar's separate account database will enable Morningstar's data on over 4,900 separate accounts throughout the Advisor Workstation application. For example, users will be able to create separate account hypotheticals, screen and rank separate accounts in the research view, and analyze portfolios with separate accounts using ...
[DOC File]Steps to a Suitable Portfolio - bivio
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We'll talk about sell strategies in Portfolios 304: Strategies for Selling. Next, weed out redundant investments. If you have three large-cap growth funds, for example, they probably aren't all equally good. Use Morningstar.com's Quicktake Reports to see which fund has the …
[DOCX File]Highlights - Morningstar
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Inclusion in this category may be based on: i) a written asset allocation policy meeting the above definition (i.e. in a fund’s prospectus or written investment policy); ii) a portfolio manager’ or sub-adviser’s stated or known approach to managing portfolios; or iii) the fund’s historical asset allocation tendencies.
[DOC File]Oversight Policy for Deferred Compensation
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–The Morningstar Rating for mutual funds, commonly called the star rating, is a measure, published by Morningstar Inc., of a fund's risk-adjusted return, relative to other mutual funds in its category. Funds are rated from one to five stars, with the best performers receiving five stars and the worst performers receiving a single star.
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