Sentences with phrase «investment research company»

A study conducted by investment research company Morningstar in 2010 compared investment performance among US mutual funds within various categories such as Domestic Equity, International Equity and Bonds.

In 2004, independent investment research company Morningstar Inc. introduced a Fiduciary Grade (subsequently renamed as the Stewardship Grade) system to complement its ratings service of mutual funds by factoring in areas of mutual fund governance and operations.

About Site - Value Research is one of the leading investment research companies in India.

This is a guest post by Stansberry Churchouse Research, an independent investment research company based in Singapore and Hong Kong that delivers investment insight on Asia and around the world.

Although a 6 - percent post-inflation return sounds pretty decent, according to a study performed by investment research company Morningstar, during a period of 10 percent (pre-inflation) market returns, the average investor actually earned only a 3 percent net investment return.

The sobering fact is that the typical equity mutual fund investor's portfolio has lagged inflation from 1984 to 2003, while barely beating inflation over the last couple of decades, according to a study done by Dalbar, a Boston investment research company.

Morningstar, a leading independent investment research company, revealed that picking low - cost investments is actually more important than picking according to their own respected 5 - star rating system.

Fidelity, which bought Zenefits shares in the May investment round, marked down the value of its stake by 48 % as of the end of September, according to data from the investment research company Morningstar.

He mentions that the investment research company Morningstar conducted an interesting study to see which variable was better at predicting a mutual fund's future return and they found that the lower cost mutual funds in their study outperformed the higher cost ones in 100 % of the comparisons they ran.

The fees for immediate VAs vary by company, but the average expense ratio is 1.92 percent as of March 8, according to Morningstar, Inc., an independent investment research company.

As of December, the CMBS delinquency rate stood at 9.71 percent, according to Trepp LLC, a New York — based investment research company.