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Der Deutsche Corporate Governance Kodex und die
(Vgl. Morningstar Abit AG. EM.TV AG. Pandatel AG. ADVA Optical Networking AG ... Hucke AG. Sachsenmilch AG. Axel Springer AG. i-d medien AG.
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Creating a PerformanceReport - Morningstar Inc
The information data analyses and opinions contained herein (1) are proprietary to Morningstar Inc and its affiliates (collectively Morningstar) (2) may not be copied or
Creating a PerformanceReport - Morningstar Inc
The Morningstar Rating for a fund is a starting point for evaluating a fund’s Overview risk-adjusted performance but it is also important to consider the consistency of a fund’s performance over time so you understand whether investors can rely on regular
The Morningstar Category Classifications
Morningstar estimates where it will fall before giving it a more permanent category assignment When necessary Morningstar may change a category assignment based on recent changes to the portfolio The driving principles behind the classification system are as follows:
In-Depth Methodologies to Performance Attribution
× Process of breaking down a portfolio’s return into components that can be identified with types of decisions × Stock Selection × Sector and Industry Allocation
Custom Calculation Data Points - Morningstar Inc
Morningstar has data available This data point defaults to the trailing three-year period (which is the default time period for all custom calculated data) but the user may select a different time period The highest monthly return of the investment since its inception or for as long as Best Month End Date Morningstar has data available
Morningstar Global Category TM Classifications
Morningstar supports global categories which map into nine global broad category groups (Equity Allocation Convertibles Alternative Commodities Fixed Income Money Market Property and
Morningstar Sector Structure
The information in this document is the property of Morningstar Inc Reproduction or transcription by any means in whole or in part without the prior written consent of Morningstar Inc is
Morningstar DirectSM Data Point List
Morningstar DirectSM Data Point List 4 Data Point AU CA CE ETF EU HF HK/CH INX MM OE SA VAF VA/L VP AG IM Tax Analysis (cont ) After-Tax Ret Post-Liq Cat 10 Yr = == = =
Onboarding Guide - Morningstar
Morningstar tRx Onboarding Guide Welcome to Morningstar Total Rebalance Expert (tRx) This platform helps you Overview streamline your business with efficient rebalancing and portfolio management
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Morningstar’s monitoring services are designed for portfolio managers analysts and traders in CMBS or the commercial real estate marketplace Our services include a web-based monitoring tool that provides access to Morningstar’s proprietary credit analysis on thousands of CMBS loans properties and securities
What is the Morningstar rating for a fund?
- The Morningstar Rating for a fund is a starting point for evaluating a fund’s Overview risk-adjusted performance, but it is also important to consider the consistency of a fund’s performance over time so you understand whether investors can rely on regular out-performance from the management team.
How do I search for end funds in Morningstar Direct?
- In Morningstar Direct, select the Performance Reporting tab. The Folders page should be selected by default. 2. From the toolbar above the grid view, click New. The Select Investments dialog box opens. 3. Select the option for Search Criteria. Be sure the Open End Funds option is selected from the drop-down field.
Is Morningstar's information proprietary to Morningstar or its content providers?
- The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither
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