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Tag: Morningstar

8 years ago
Morningstar: Funds Flow and Liquidity Affect Performance

Two factors that can affect a fund’s performance are the level of fund inflows and the trading impact of that inflow, explains Morningstar’s Russel Kinnel in a recent article. For…

16 years ago
Gabelli, Grantham, Gross & Others Weigh In

A number of top investment strategists offered their opinions about the market and the economy at the recent Morningstar Investor Conference in Chicago, including value fund star (and Benjamin Graham…

16 years ago
Morningstar: Dow Selling at 30% Discount

Morningstar analyst Ann Gilpin says the investment research group believes the Dow Jones Industrial Average is now selling at a 30 percent discount. The Dow’s fair value is about 12,500,…

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Recent Original Research
May 22, 2025
Ten Top Wide Moat Stocks
In today's rapidly evolving and intensely competitive business landscape, organizations that maintain substantial economic moats emerge as outstanding opportunities for sustained investment growth. These enterprises hold durable competitive strengths—such as powerful network effects, significant customer switching barriers,...
May 21, 2025
Ten Top Peter Lynch Stocks
Validea's investment approach is based on Peter Lynch's strategies from his days managing Fidelity's Magellan Fund. The method follows Growth At a Reasonable Price (GARP) principles, targeting growing companies at fair valuations. A key metric is the...
May 20, 2025
Ten Top Benjamin Graham Stocks
Benjamin Graham, widely recognized as value investing's founding father, established a methodical framework for identifying undervalued stocks that continues to guide investors decades later, most notably his famous student Warren Buffett. Graham's approach centers on discovering financially...
May 19, 2025
Ten Top Twin Momentum Stocks
Twin Momentum combines technical analysis with fundamental quality assessment to create a powerful framework for identifying premium investment opportunities. This methodology only selects companies that excel in both price momentum and business fundamentals, specifically targeting those in...
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