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Morningstar Incorporated

A collection of news and information related to Morningstar Incorporated published by this site and its partners.

Top Morningstar Incorporated Articles

Displaying items 45-55
  • Small firms' stocks soared in 2013, outpacing the broader market

    NEW YORK — It's been a fantastic time for stocks, but it's been even better for shares of small companies like Zale Corp. The small Texas company's shares rocketed more than 280% last year, propelled by investors who expect lovebirds to...
  • Muni bond fund forecast: Cloudy in 2014

    With interest rates set to rise, many on Wall Street are wondering if the municipal bond market is in for another pummeling as 2014 gets underway. Investors couldn't get out fast enough last year. Bonds from states, cities and counties suffered their...
  • Sundance: Highlights include 'Hellion,' 'Finding Fela,' 'Dinosaur 13'

    The Sundance Film Festival, which opens Thursday, does not have an annual motto, but if it did the one this year might be "We Hear You." Understanding that its frigid Park City, Utah, location makes standing in the festival's endless lines something...
  • Walgreen pressured to move headquarters to Europe

    Walgreen pressured to move headquarters to Europe
    In a twist on economic globalization less obvious than moving factories overseas, a small but growing number of corporations have relocated headquarters to Europe to escape the 35 percent tax on U.S. profits, the highest in the developing world. Aon...
  • Sundance Presents Cross-Section of U.S. Indie Fare, Music-Themed Pix at London Festival

    LONDON -- As the lineup for the third Sundance London film and music festival is unveiled, Variety talks to John Cooper, director of the Sundance Film Festival, and Trevor Groth, Sundance's director of programming, about the selection (see below for...
  • McDonald's same-store sales drop in February

    McDonald's same-store sales drop in February
    McDonald’s Corp. on Monday cautioned that weak sales so far this year will pressure its first-quarter margins, as the world’s largest restaurant company struggles to keep up with competitors and stand out during a chilly winter. Oak Brook-...
  • Pimco trustee assails exec's salary

    Pimco trustee assails exec's salary
    A longtime trustee for Newport Beach's $1.9-trillion Pimco funds lashed out at the reported $200-million annual salary of Bill Gross, the billionaire bond guru who co-founded the giant money manager in 1971 and remains its chief investment officer. "You...
  • How to evaluate 'go-anywhere' mutual funds

    Why bother with a "go-anywhere" mutual fund? For many investors the answer may be that there's no need. If you have a well-diversified portfolio and a truly long-term focus, your asset mix may suit you just fine. Older investors who are more fearful...
  • This could be the right time for 'go-anywhere' mutual funds

    Over the last six years, roaring bears and raging bulls both have had their turns to be right about financial markets. But investing success in the next market phase could be far more about pinpointing individual opportunities than riding a wave. This...
  • 4 'go-anywhere' funds at a glance

    First Eagle Global •Ticker symbol: SGENX •Assets: $49 billion •5-year average annualized return: 15.1% •Year-to-date return: 2.8% •Annual expense ratio: 1.1% •Morningstar rating: Four stars (out of five) •...
  • Colony plans $513.6 million in bonds tied to rental payments

    Colony plans $513.6 million in bonds tied to rental payments
    A major player in the burgeoning business of renting single-family homes is cashing in on its portfolio — to raise money to buy more. Colony American Homes — an arm of Santa Monica-based Colony Capital LLC — plans to issue $513.6...