The S&P 500 (SP500) has been up every time through the end of the year when its year-to-date performance was up at least 17% ...

Multi-factor strategies offer a comprehensive approach to index-based investing by combining diverse factors that exhibit low ...

Its sector composition is in line with the Morningstar US Large-Mid Cap Index ... The risk-adjusted performance only continues to make a case for this fund. The share class had a higher Sharpe ...

Thus, almost all sectors within the S&P 500 Index rallied in the year-to-date (YTD) period ... Given the company’s consistent performance and strong liquidity profile, its capital distributions ...

Looking at the firm's risk-adjusted performance, its fund lineup compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average overall Morningstar Rating is ...

With just over two months left in 2024, the S&P 500 is poised to post its biggest annual gain this century. Whether it ...

We recently compiled a list of the 10 Best S&P 500 Stocks to Buy According to Hedge Funds. In this article, we are going to ...

AI innovation, interest rate shifts, and political changes reshaped the investment landscape in 2024. Discover how our top ...

Jeffrey Ptak, a chartered financial analyst (CFA) for Morningstar ... some compelling hypothetical returns: the portfolio would have beaten the S&P 500 by 5.6% during the 30-year period of ...

Stocks are more expensive than they've been 80% of the time since 2010, Morningstar says.

We recently published a list of 10 Best-Performing S&P 500 Stocks in the Last 3 Years. In this article, we are going to take ...