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 ...

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 ...

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 ...

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 ...

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.

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

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 ...