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Fund Name Category Analyst Rating Overall Morningstar Risk Expense Ratio Longest Mgr Tenure Yr Start Month Tenure Return Annualized Index Return Outperformance Versus Index American Fund. Morningstar Research Inc All Rights Reserved The information contained herein 1 is proprietary to Morningstar andor its content providers 2 may not be copied or distributed and 3 is not warranted to be accurate complete or time Morningstar Research Inc All Rights Reserved The information contained herein 1 is proprietary to Morningstar andor its content providers 2 may not be copied or distributed and 3 is not warranted to be accurate complete or time Morningstar Credit Rating Methodology 1 2014 15 What Makes a Moat? Heather Brilliant, CFA, Co-CEO of Morningstar Australasia, Moningstar Economic Moat Committee Member Originally published in the 2012/13 Morningstar Indexes Yearbook Econ {{{{{{{{{{{{{{{ 10%22.5%35%22.5%10% Investor BenetsProvides focused comparison groups to help investors build multi-fund portfoliosIs sensitive to manager skill and fund quality and less sensitive t Morningstar’s advanced solar lighting controller combines the design with a microcontroller for automatic lighting control This technology provides:• Proven Reliability• Precise L Spotlight February/March 2010 1 International Moats Among the more than 2,000 companies Morningstar’s equity analysts cover worldwide, the best have economic moats—competitive advantages How Our Clients Work With Us. We work . hand-in-hand. with major media companies, platforms, exchanges, regulators and other alliances and redistributors to help power . their offerings with . quality data. 1 About the SEC The Securities and Exchange Commission (SEC) is one of the regulatory watchdogs of the U.S. government, created in the 1930s to protect investors, maintain fair and efcient market The fundamental flaw in most mutual funds, . Hebner. says, is that even well-educated portfolio managers with huge research budgets can't pick winners consistently enough to beat the market over time. Yes, by the luck of the draw, about a third of mutual funds will beat the indices each year. But last year's winners are often this year's losers. When you look at long-term performance, only a handful of funds beat the indices. And there's no tried-and-true way of picking these funds in advance.. Advantages of 401(k) Investing. © 2015 Morningstar. All Rights Reserved. . Participant control. Amount invested. Asset mix. Ownership of assets. Pre-tax investing. Tax deferral. Tailored investment plan. Huntsville-Madison County Public Library. Mind Your Money is made possible by a grant . from the FINRA Investor Education Foundation . through Smart investing@your library. ®. , . a partnership with the American Library Association. . Information (POPI) Policy Morningstar Investment Management South Africa (Pty) Ltd FSP: 45679 2 | P a g e Table of Contents 1. Protection of Personal Information Policy ............................... The DIVO Surpasses100M in AssetsA proven approach to high-quality equity incomeCHICAGO October 20 2020 Amplify ETFsis pleased to announce the Amplify CWP Enhanced Dividend Income ETF NYSE DIVO has sur