Wednesday, August 23, 2017

Closed-end funds are positioned as unique but do they really have a discernible source of alpha over their open-ended counterparts?

5 things to note before opting for a closed-end fund

There is a lot of talk about buying stocks and holding them over the long term. But, having a strong rationale to sell your holdings is as important.

Deciding when to sell a stock

The date is fast approaching and in keeping with tradition, we have an impressive line-up. You should not miss this event.

Join us for the Morningstar Investment Conference

Reliance Equity Opportunities has stumbled over the last 2 years, resulting in a subdued 5-year track record. But that's the exception, rather than the norm.

A flexi-cap fund to consider

Equity analyst Andrew Lange looks at the stock post Sikka's resignation and tells investors what to keep in mind.

5 things to note about Infosys

This subject is of great relevance in the financial services industry where trust is paramount but not all scenarios are black and white.

The ethical dilemma in investing

Morningstar's analysts assign stocks a FVE to help investors make a decision at what price the stock is a good buy.

Why does the Fair Value of a stock change?

In India one should rely on active managers to benefit the most from the country's growth opportunities.

In favour of active, fundamental investing

The SWP is an excellent tool to maintain your mutual fund investments as well as obtain a cash flow. Here's some clarity on it.

What a Systematic Withdrawal Plan is not

A Morgan Stanley report points to some large caps in the $10 billion club and a few that are likely to join them.

Keep an eye on these large caps

These are the mid- and small-cap funds our analysts have looked at in 2017.

Check these 7 mid-cap funds

Dhaval Kapadia, portfolio specialist answers reader queries. This time it is is on systematic investing plans.

What is the minimum period for an SIP?

Our analyst looked at two equity funds managed by Sohini Andani.

Why these SBI funds get a Bronze

The returns could be stupendous. But, the key is timing. Getting in when the sector is in a slump and being mentally prepared for volatility.

When must you buy a sector fund?

Fund Category Returns

As on 2017-08-22

Adviser Insights

It is much more productive to define your business in terms of a solution or experience clients seek.

You are not the solution

Alarge number of investors continue to get information on mutual funds through traditional sources.

'Investors rely on distributors due to service quality'

Stock Monitor

Video Archives

Will India outperform other emerging market peers?
Daniel Needham, President & CIO, Morningstar Investment Management LLC shares his outlook on emerging markets on ET Now.
How Trump Could Impact Economic Growth
Slowdowns in trade and immigration could hold back the U.S., and infrastructure spending could boost GDP, but it's too early to make any major changes to our economic forecast, says Morningstar's Bob Johnson.
Sustainability/ESG Landscape in India
Sivananth Ramachandran, Manager, New Product Development for Morningstar Indexes talks about the relevance of sustainability based investing in India, along with the factors that drive it.
A flexi-cap fund worth investing in
Senior analyst Himanshu Srivastava on why Reliance Equity Opportunities Fund makes for a compelling long-term investment option and why it deserves a coveted ‘Silver’.
Our take on the oldest short-term bond fund
Senior analyst Kavitha Krishnan discusses various aspects of Birla Short Term Bond Fund and deep dives into the reasons for the assigned ‘Silver’ Rating.
Review of Morningstar India Sustainability Index
Sivananth Ramachandran, Manager, New Product Development for Morningstar Indexes talks about the methodology, portfolio composition of Morningstar India Sustainability Index, and the different ways it can be utilized by Indian investors.
What Gives an Index an Edge
An index should not only be representative of the style it's trying to capture, it should also be transparent and limit unnecessary turnover, says Morningstar's Alex Bryan.
A true-blue dynamic bond fund
Senior Analyst Kavitha Krishnan points to a combination of factors as to why Birla Sun Life Dynamic Bond Fund stands out within its category.
How to choose the right mid-cap fund
Picking a mid-cap fund is tough, given the divergent performance across funds and time periods. Director of fund research Kaustubh Belapurkar points to traits that make for a successful mid-cap manager and what investors should keep in mind.
How Morningstar arrives at the analyst ratings
Director of fund research Kaustubh Belapurkar gives a low-down on the qualitative ratings of Morningstar and how investors can use them when making investment decisions.
A unique fund with a contrarian bent
The portfolio of Reliance Vision has qualitative bent with a focus on a few meaningful sectors. Senior analyst Kavitha Krishnan looks at this unique portfolio and discusses the strategy in detail.
SBI Magnum Midcap Fund bags a Bronze
Though fund analyst Kavitha Krishnan is impressed with the investment process and disciplined approach, she would like to see the processes remain stable over a longer period of time.
A debt fund for risk-averse investors
The short-term space on the fixed income side is overcrowded. Senior analyst Himanshu Srivastava highlights the traits that differentiate HDFC High Interest – Short-Term Plan from the crowd.
Baidu Troubles Highlight Challenge of Investing in China
The Chinese search giant's run-in with regulators doesn't have a major impact on our view of the firm's valuation, but the incident emphasizes regulatory and stewardship risks.
For Women, Risk Is Something to Embrace
Earning less, a shorter career, and living longer should steer women toward riskier assets, Morningstar's Laura Lutton says.
What We Learned at Berkshire
Morningstar's Gregg Warren shares the insight he gained on Berkshire's capital spending and share buyback philosophy.
Why Moats Matter
An economic moat provides a gauge of a company's competitive advantages and overall strength, and it is a highly valuable tool for investors of all levels.
Reducing the Pain of Contrarian Investing
It isn’t easy being different, but having a disciplined valuation framework can help keep your emotions in check, says GMO’s James Montier.
Should Investors Care About Sustainability?
Investors who want to have an impact may wish to allocate their capital to companies and funds that are better sustainability performers, says Morningstar's Jon Hale.
How Can You Tell if a Fund Seeks Sustainable Investments?
Morningstar's Jon Hale walks through the nuts and bolts of calculating the new sustainability rating for funds.
Financial Literacy: Just-in-Time Is the Ticket
Financial-education efforts have had depressingly little impact on individuals' decision-making when occurring too far away from the financial behavior it's meant to influence, says University of Colorado's John Lynch.
Time to Rethink Saving and Spending in Retirement
Retirees today are breaking out of the traditional saving and spending models of the past, continuing to save in their retirement years, says Vanguard's Steve Utkus.
Why China Matters to the World Economy, and Why It Doesn't
A slowing China will have a profound impact, but it isn't the be-all and end-all to the health of the global economy, says Morningstar's Bob Johnson.
How Bad Timing Can Bite in Retirement
Starting withdrawals as a bear market hits can seriously impair the sustainability of a retirement portfolio over time.
How to Fine Tune Your Investment Mix in Retirement
In addition to moving from stocks to bonds, investors may also pivot away from more volatile intra-asset-class tilts as they move into retirement, says Morningstar's Christine Benz.
Four Pressing Topics From The Berkshire Meeting
Morningstar analyst Gregg Warren gives his take on Berkshire's culture, crisis management, and more from the annual meeting.
Buffett: Interest Rates Key to Understanding Stock Valuation
In our mid-meeting update, Morningstar's Matt Coffina discusses Buffett's view of stock valuations, cost cutting, and more.
Russia's Troubles Unlikely To Lead to Worldwide Contagion
The country's economy and currency are in precipitous decline, but the U.S. economy should provide an engine for global growth, says Morningstar's Bob Johnson.
How Much Can I Afford to Save, and How Far Will It Get Me?
Parents shouldn't compromise their own retirement plans to save for their children's college expenses, but they should establish guidelines with their children for how much they're prepared to spend.
How Much Luck in Investing Success?
Michael Mauboussin explains why humans tend to overweight the role of skill and underestimate the role of luck in investing success--and how we can correct for our perceptions.
A Risk-Conscious Approach in Frontier Markets
Because frontier markets are seen as risky, risk tends to get priced more dearly, and valuations look more appropriate for the type of risk you are taking, says Wasatch Frontier Emerging Markets Small Countries Fund manager Laura Geritz.
When Stocks Are Safer
Data show that the longer investors held stocks (and stomached short-term volatility), the safer they became for meeting portfolio objectives, says Morningstar's David Blanchett.
Perks and Problems With the New myRA
These accounts have benefits for savers who are just getting going, but most will need a bigger toolkit for retirement, says Morningstar's Christine Benz.
Rethinking Risk Tolerance
Beyond their ability to stomach short-term volatility, investors should define their risk tolerance in terms of their actual risk capacity and the probability of hitting their retirement goals, says Morningstar's Christine Benz.
Getting Your Arms Around Risk
Fund investors should think beyond volatility measures alone when sizing up the risk in their portfolios, says Morningstar's Shannon Zimmerman.
Three Main Variables in the Retirement Cost Equation
New research from Morningstar Investment Management examines the key factors that drive income replacement rates, trends in retirement spending, and the duration of retirement.
Greenblatt: Patience - the Secret to Value Investing
Value investing works like clockwork, but your clock has to be really slow, says the Columbia professor and CIO of Gotham Asset Management.
In Conversation with Sankaran Naren and Amandeep Chopra
ICICI Prudential AMC and UTI AMC have been winners at the Morningstar Fund Awards. Here the CIOs chat with Morningstar India's director of fund research.

Index Returns new

Currencies

Previous |  Next
 
  INR USD GBP EUR JPY CHF
* Closing rates.
- 0.0156 0.0121 0.0133 1.7066 0.0151
64.1313 - 0.7792 0.8500 109.4450 0.9679
82.3092 1.2834 - 1.0909 140.4672 1.2423
75.4476 1.1765 0.9166 - 128.7573 1.1387
0.5860 0.0091 0.0071 0.0078 - 0.0088
66.2581 1.0332 0.8050 0.8782 113.0747 -

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