Word: morningstar
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...sure, O'Leary is not the only famous investor who has struggled to stay above water in the market recently. But O'Leary's Global Equity Income Fund has sunk more than most. The average stock fund is down 12% in the past year, according to research firm Morningstar. Compared with other equity-income-fund managers, O'Leary has done even worse. Those funds, generally considered to be safer investments, on average have fallen 10%, or less than half the plunge of O'Leary's fund. And O'Leary is not doing any better since the market turned...
...investment banks over the past five years. Under the terms of the settlement, the banks then make that research available to individual investors and the bank employees, like brokers, who advise them. The biggest providers of research to the global settlement are, by most accounts, S&P Equity Research, Morningstar and Argus Research-all decently sized (and, in S&P's case, quite large) companies. (Read "How to Know When the Economy Is Turning...
...some 20% of the company's sales. Rosetta Stone recently created a customized Arabic program for the U.S. Army, which includes military-specific vocabulary, and the Defense Intelligence Agency is a client. "These institutional revenue streams tend to be pretty steady," says Brady Lemos, equity research analyst at Morningstar. "The terms are often locked in over a period of time, which protects the company a bit from consumer spending swings...
...terrific tax-advantaged way to save for college, but many of these accounts have been seriously thwacked in the bear market. As of Feb. 28, half of 529 portfolios had one-year returns of -30%, and a third had returns of -40% or less, according to Morningstar, which tracks the performance of over 3,600 plan portfolios. In some cases, 529 investors may not have been well informed of the risks. On April 13, the state of Oregon sued the managers of its 529 plan, OppenheimerFunds, alleging that Oppenheimer took too much risk with its "ultra-conservative" and "conservative" portfolios...
...same time, fellows are able to contribute the perspective of someone who has real, on the ground experience dealing with the issues that come up in class discussion. For example, in a seminar taught by Richard L. Morningstar ’67 and Karl Kaiser, the professors asked Hansen to outline U.S. involvement in Afghanistan and “debunk some of the common myths and perceptions,” says Hansen...