Skip to Content

Morningstar U.S. Manager Research Prospects - December 2019

Morningstar Prospects--a list of up-and-coming or under-the-radar investment strategies that Morningstar Manager Research thinks might be worthy of full coverage someday--saw significant changes in the second half of 2019.

Connor Young Jan 23, 2020

Securities In This Article

Fidelity Intl Sustainability Idx

Conestoga SMid Cap Institutional

Baird Chautauqua Intl Growth Equity

iShares Investment Grade Systmtc Bd ETF

Alger Mid Cap Focus Z

More in Funds

Why We Highly Rate Vanguard Wellesley Income

The fund’s exceptional approach to income and low price have benefited long-term shareholders.

Stephen Margaria May 9, 2024

Morningstar’s Why

Reflections from managing director Don Phillips as the company marks 40 years.

Don Phillips May 9, 2024

6 Top-Performing TIPS Funds

Funds from iShares, Pimco, and Vanguard lead the inflation-protected bonds category

Frank Lee May 9, 2024

About the Author

View All Authors

Connor Young

Analyst

More from Author

Connor Young is a manager research analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers equity strategies.

Prior to his current role, he worked as a product consultant for Morningstar Direct, the firm’s investment analysis platform. Previously, he was a business-development intern for Albemarle Capital, a private equity advisory firm.

Young holds a bachelor’s degree in economics from the University of Virginia.

Transparency is our policy. Learn how it impacts everything we do

Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day business.

How we make money

We sell different types of products and services to both investment professionals and individual investors. These products and services are usually sold through license agreements or subscriptions. Our investment management business generates asset-based fees, which are calculated as a percentage of assets under management. We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters.

How we use your personal data

How we use your information depends on the product and service that you use and your relationship with us. We may use it to:

Verify your identity, personalize the content you receive, or create and administer your account.
Provide specific products and services to you, such as portfolio management or data aggregation.
Develop and improve features of our offerings.
Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of empowering investor success. We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict separation between our sales teams and authors to remove any pressure or influence on our analyses and research.

Read our editorial policy to learn more about our process.