Morningstar Market Insights: Central Banks, Inflation, and Patient Investing
A look at key market and economic trends from Dan Kemp, Morningstar’s global chief research and investment officer.
Morningstar
Morningstar Investments
Market
US Open-end ex MM ex FoF ex FeederTotal Net Assets
4.73 BilInvestment Flows (TTM)
−257.92 MilAsset Growth Rate (TTM)
−5.82%# of Share Classes
9| Morningstar Rating | # of Share Classes | |
|---|---|---|
| 1 | ||
| 1 | ||
| 3 | ||
| 3 | ||
| 1 | ||
| Not Rated | 0 |
|
Name
|
Morningstar Rating Overall
|
5-Year Category Rank
|
|---|---|---|
| Morningstar Global Opportunistic Equity | 8 | |
| Morningstar Defensive Bond | 25 | |
| Morningstar Municipal Bond | 37 | |
| Morningstar Global Income | 58 | |
| Morningstar Alternatives | 59 |
Morningstar Mentions
The Morningstar Economic Moat Rating
The Morningstar Economic Moat Rating represents a company’s durable competitive advantage. A company with an economic moat can fend off competition and earn high returns on capital for many years to come.
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Seven undervalued stocks offering attractive prices in a predominantly overvalued sector.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank