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Financial Health Grade (Stocks)

WEBThen we rank companies within their sectors to determine their grades. The financial-health grade consists of two components, which are weighted to arrive at an overall financial …

Actived: 7 days ago

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Stock Grade Methodology for Financial Health

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Financial Health/Financial Position Grade

WEBFinancial Health/Financial Position Grade. To get a high grade in this area, a company should have low financial leverage (assets/equity), high cash-flow coverage (total cash …

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Fact Sheet: The New Morningstar Sector Structure

WEBService Economy. Healthcare Includes biotechnology, pharmaceuticals, research services, HMOs, home health, hospitals, medical equipment and supplies, and assisted living …

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Broad Category Group

WEBBroad Category Group. A term used to group funds with similar categories and investing styles; can be used for a more broad-based analysis. The broad category group is …

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Fact Sheet: The Morningstar Rating for Funds

WEBThe Morningstar RatingTM is a quantitative assessment of a fund’s past performance—both return and risk—as measured from one to five stars. It uses focused comparison groups …

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Index Abbreviations

WEBIndex Abbreviations. Morningstar uses the following abbreviations in many index names to describe the index's return type: NR: Indicates that total return is calculated reinvesting …

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Morningstar Categories

WEBMuni Ohio portfolios invest at least 80% of assets in Ohio municipal debt and can include long-, intermediate-, and short-duration portfolios. Because the income from these …

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Morningstar Category

WEBThe Morningstar Category™ classifications were introduced in 1996 to help investors make meaningful comparisons between mutual funds. Morningstar found that the investment …

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Broad Asset Class

WEBA group of similar funds that invest primarily in fixed-income securities. Funds in the following categories are assigned to this broad asset class: Long-Term Government, …

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Define Peer Group

WEBChoose from one of three methods available to define peer groups: (1) use the display group investments as the peer group (default setting), (2) use an investment list as the …

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Equities: Data Definitions: Snapshot: Growth of $10,000

WEBEquities: Data Definitions: Snapshot: Growth of $10,000 Growth of $10,000. The Growth of $10,000 graph shows a stock's performance based on how $10,000 invested in the …

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Mutual Fund Search Criteria

WEBMutual Fund Search Criteria. All searchable data points for US open-end mutual funds are listed here under their category (or view) heading. (Some data points are listed in more …

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