Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings.

A model for simplicity and efficiency. Our research team assigns Gold ratings to strategies that they have the most conviction will outperform their Morningstar Category average over a market cycle on ...

The cumulative 2014 – 2022 scorecard includes pollsters who released a final national presidential survey within 25 days of both the 2016 and 2020 general elections, as well as a minimum of two final ...

The Fund seeks to provide conservation of capital, current income, and long-term growth of both capital and income. The Fund invests in a broad range of securities, including common stocks and ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Toby Walters is a financial writer, investor, and lifelong learner. He has a passion for ...

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Thomas J Catalano is a CFP and Registered Investment Adviser with the state of South Carolina, where he launched his own financial advisory firm in 2018. Thomas' experience gives him expertise in a ...

Balancing your portfolio aligns it with your risk tolerance and goals. Rebalance by selling or buying assets to maintain your risk level. Regular rebalancing helps avoid emotion-driven investment ...

Kaplan, Robert S., and David Norton. "Using the Balanced Scorecard as a Strategic Management System." Harvard Business Review 74, no. 1 (January–February 1996): 75–85. (Reprint #96107.) ...

The Fund seeks to provide shareholders with regular income, conservation of principal and an opportunity for long-term growth of principal and income by investing in common stocks, preferred stocks, ...

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