|Bid||0.00 x 1400|
|Ask||0.00 x 800|
|Day's Range||125.69 - 126.89|
|52 Week Range||91.61 - 144.34|
|Beta (3Y Monthly)||1.01|
|PE Ratio (TTM)||30.29|
|Earnings Date||Feb 21, 2019|
|Forward Dividend & Yield||1.12 (0.89%)|
|1y Target Est||75.00|
Liquid alternatives that invest primarily in corporate activities stood out in a volatile 2018 with relatively strong performance, and higher cash rates improve their prospects. These event-driven strategies can invest in any corporate action event but are most commonly involved in merger arbitrage. While higher cash rates should boost total returns for any alternative strategy that uses derivatives and holds cash collateral, its effect on total return is more apparent for lower-volatility strategies like merger arbitrage. Event-driven funds are a subset of the market-neutral Morningstar Category because they primarily invest long and short in equities.
CHICAGO , Feb. 11, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating™ activity for 104 ...
CHICAGO, Feb. 6, 2019 /PRNewswire/ -- Morningstar, Inc. (MORN), a leading provider of independent investment research, today published its seventh annual Global Fund Flows Report examining worldwide 2018 mutual fund and exchange-traded product (ETP) fund flows. Money market funds had their best year since 2008 with inflows of $331 billion, and for the first time since 2007, Asia had the strongest regional long-term flows with $169 billion, buoyed by an intervention by the Bank of Japan. "Amidst an equity market correction and concern over credit markets, risk aversion was most evident among fixed-income funds," said Kevin McDevitt, senior analyst and author of the Global Fund Flows Report.
Gross, 74, announced Monday that he was ending his 47-year career managing investments, leaving the daily grind as his Janus Henderson Global Unconstrained Bond Fund bleeds assets and barely breaks even after fees. At Janus, Gross was given the freedom to do anything he wanted, but his fund ended up not doing much of anything. For investors, his exit comes as the decades-long bull market in bonds, which fueled his success, is waning and interest rates climb off the post-crisis floor.
Not only do too-active investors incur higher trading (and potentially tax) costs than more hands-off investors do, but very active investors also subject themselves to the costs of bad timing. Investors crowded into bond funds in the years following the financial crisis, for example, when in reality they should have been rebalancing back into stocks. Morningstar's fund flow data demonstrate how investors make these poor timing decisions.
Note: This article is part of Morningstar's 2019 Portfolio Tuneup week. Investors often look to Morningstar for a definitive answer on whether they should employ actively managed mutual funds or simple low-cost index funds and exchange-traded funds. Assuming an investor focuses on low-cost funds (whether active or index), creates a sound asset-allocation plan, and doesn't undermine his or her results by buying high and selling low, it's possible to create a successful portfolio plan using an all index funds, all actively managed products, or some of both.
CHICAGO, Jan. 30, 2019 /PRNewswire/ -- Morningstar, Inc. (MORN), a leading provider of independent investment research, today announced the Morningstar Low Carbon Risk Index Family, a new group of indexes that provides diversified exposure to equities across regions and emphasizes companies aligned with the transition to a low-carbon economy. Powered by Sustainalytics' Carbon Risk Ratings, the indexes are created through an optimization process that targets low portfolio-level carbon risk and fossil fuel exposure. "Climate change is a significant challenge that impacts investors," said Sanjay Arya, head of Indexes at Morningstar.
# Morningstar Inc ### NASDAQ/NGS:MORN View full report here! ## Summary * ETFs holding this stock are seeing positive inflows but are weakening * Bearish sentiment is low ## Bearish sentiment Short interest | Positive Short interest is extremely low for MORN with fewer than 1% of shares on loan. This could indicate that investors who seek to profit from falling equity prices are not currently targeting MORN. ## Money flow ETF/Index ownership | Negative ETF activity is negative and may be weakening. The net inflows of $369 million over the last one-month into ETFs that hold MORN are among the lowest of the last year and appear to be slowing. ## Economic sentiment PMI by IHS Markit | Neutral According to the latest IHS Markit Purchasing Managers' Index (PMI) data, output in the Financials sector is rising. The rate of growth is weak relative to the trend shown over the past year, however. ## Credit worthiness Credit default swap CDS data is not available for this security. Please send all inquiries related to the report to email@example.com. Charts and report PDFs will only be available for 30 days after publishing. This document has been produced for information purposes only and is not to be relied upon or as construed as investment advice. To the fullest extent permitted by law, IHS Markit disclaims any responsibility or liability, whether in contract, tort (including, without limitation, negligence), equity or otherwise, for any loss or damage arising from any reliance on or the use of this material in any way. Please view the full legal disclaimer and methodology information on pages 2-3 of the full report.
CHICAGO , Jan. 23, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN) plans to report its fourth-quarter and full-year 2018 financial results after the market closes on Thursday, Feb. 21, 2019 . The ...
CHICAGO, Jan. 17, 2019 /PRNewswire/ -- Morningstar, Inc. (MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) asset flows for full-year and December 2018. In December 2018, investors directed $45.6 billion of inflows to passive U.S. equity funds, but $31.5 billion of outflows from actively managed U.S. equity funds.
CHICAGO , Jan. 15, 2019 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating™ activity for 158 ...
NEW YORK, Jan. 14, 2019 -- In new independent research reports released early this morning, Fundamental Markets released its latest key findings for all current investors,.
Jan 10 (Reuters) - Dalian Morningstar Network Technology Co Ltd: * SAYS CONTROLLING SHAREHOLDER AND PARTY ACTING IN CONCERT TO SELL A COMBINED 20.44 PERCENT STAKE IN THE COMPANY TO SHANGHAI SUPPLY CHAIN ...
It's certainly a mistake to try to predict the market in an effort to determine whether, when, and how much to hold in stocks and other asset classes. Before you take those return forecasts to the bank, however, it's important to bear in mind that these return estimates are more intermediate term than they are long.
A post-Christmas rally erased some of the losses, but through Dec. 27, the S&P 500 was down 5% for the year to date, including a 14% loss in the fourth quarter. The Russell 2000 Index of small-cap stocks was down 12% for the year to date and 21% in the fourth quarter, while the NASDAQ Composite was down 4% and 18% in the fourth quarter. Growth performed better than value, as many growth stocks benefited from strong earnings and a perception that they'll still be able to do well in a slowing economy.
Morningstar Inc. said Friday that outflows from active U.S. mutual funds and exchange-traded funds increased in November, but so did inflows into passive funds. The investment research company said investors pulled $18.4 billion from active funds in November, after pulling $16.8 billion out in October. However, investors placed $28.4 billion of new money into passive funds, after inflows of $20.4 billion the previous month. The S&P 500 rose 1.8% in November, after shedding 6.9% in October to snap a six-month win streak. So far in December, the index has tumbled 10.6%.
CHICAGO, Dec. 21, 2018 /PRNewswire/ -- Morningstar, Inc. (MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) asset flows for November 2018. Morningstar estimates net flow for mutual funds by computing the change in assets not explained by the performance of the fund and net flow for ETFs by computing the change in shares outstanding. Morningstar's report about U.S. asset flows for November 2018 is available here.
Editor's Note: December has been a brutal month for stock investors. The Nasdaq 100 fell into bear market territory last week, and other major indexes are not far behind. What can investors do in the face of this downturn? Christine Benz explores six jobs investors can knock off to keep themselves focused on the big picture.