… offers a yield of nearly 5%, which is between the yields offered on investment-grade and junk bonds. Although Morningstar analysts do not rate preferred stock, this fund is highly concentrated in financial issuers, and our analysts currently …
… month's bigger increases were items on which producers had previously not raised prices. Also, some of our Morningstar analysts indicated that some companies are raising prices even at the expense of volume losses. Select retailers seem to …
… somewhat curtailing the independence that has typically been a hallmark of the firm's equity offerings. - source: Morningstar Analysts In the past two years, five new managers have joined the team. In early 2011, high-yield specialist David …
… the S&P 500. This stretch of outperformance has caused small caps to look expensive relative to large caps. Morningstar analysts do not cover enough stocks in the index to form a valuation opinion, but we can gain some insight by looking at …
… capital base. Eaton Vance Floating-Rate Income EFT is the highest-rated closed-end bank-loan fund by Morningstar analysts . EFT has an experienced management team, and it has beat the peer group and index over three- and five-year …
… necessary to get into the weeds of how the GPSS is calculated, but a basic understanding will be helpful. - source: Morningstar Analysts In essence, the GPSS shows the absolute percentage change in equity exposure that a glide path has experienced …
… guaranteed by government agencies. Pays a 13% dividend. Proven management that will avoid a crisis, I hope!" ( Morningstar analysts don't currently cover Annaly, but it's safe to say that you don't receive that kind of a dividend without …
… help investors determine which funds make good core holdings and which are better-suited for other purposes, Morningstar analysts assign ratings based on what they consider to be a fund's ideal role in a portfolio. Aside from Core, funds …
… for a sustainable competitive advantage--is a key aspect of our equity analysts' process, and like Buffett, Morningstar analysts aim to recommend companies you could hold forever. On the fund side, we've long enthused about Buffett-influenced …
… 349 3.0 FiberTower FTWR NA NA 0.14 - NA $10 0.4 Stock price and Morningstar Rating data as of 5-2-12. Morningstar analysts , in general, view the stocks of some of the companies that Weschler purchased favorably. Both DaVita and DirecTV …