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4 Funds to Dial Down Your Risk

4 Funds to Dial Down Your Risk
morningstar.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from morningstar.com Daily Mail and Mail on Sunday newspapers.

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3 Fantastic Funds

3 Fantastic Funds
morningstar.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from morningstar.com Daily Mail and Mail on Sunday newspapers.

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Morningstar Risk Ecosystem Launches Across 7 Million Portfolios to Help Advisors Put Investors' Best Interests at the Core of Investment Advice

Morningstar Risk Ecosystem Launches Across 7 Million Portfolios to Help Advisors Put Investors' Best Interests at the Core of Investment Advice
prnewswire.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from prnewswire.com Daily Mail and Mail on Sunday newspapers.

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Morningstar World-Stock Categories Get Some Style

We recently broke up the world large-stock Morningstar Category into three style-specific categories to better capture the range of investment approaches used across this broad group of funds. The Morningstar Rating for funds and category performance rankings as of April 30, 2021, reflect the new groups world large-stock value, world large-stock blend, and world large-stock growth. Here s where some prominent funds landed.
World Large-Stock Value
There were some obvious moves. Strategies with clear value roots moved into the world large-stock value category, including Dodge & Cox Global Stock (DODWX), known for its contrarian style of investing and long-term mindset. It had about a third of its assets in financials and energy recently, on the high end of all world large-stock funds; indeed, some former peers didn t even crack double-digits in those sectors. ....

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Winners of the Morningstar Fund Awards 2021 announced

Winners of the Morningstar Fund Awards 2021 announced
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Independent investment research company Morningstar Research South Africa Limited (Morningstar South Africa), a subsidiary of Morningstar, Inc. has named the winners of its 2021 South Africa Fund Awards.
ABSA won two awards â for the Best Bond Fund as well as Best Cautious Allocation Fund. Satrix scooped Best Fund House: Larger Fund Range and Kagiso won Best Fund House: Smaller Fund Range.
The annual Morningstar South Africa Fund Awards recognise funds and fund houses that added the most value for investors within the context of their relevant peer group in 2020 and over longer time periods. ....

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