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Stock Grade Methodology for Financial Health

Actived: 3 days ago

URL: https://gladmainnew.morningstar.com/directhelp/Methodology_StockFinancialHealth.pdf

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Closed-End Fund Search Criteria

WebClosed-End Fund Search Criteria. All searchable data points for closed-end funds are listed here under their category (or view) heading. (Some data points are listed in more than …

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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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ETF Search Criteria

WebETF Search Criteria. All searchable data points for ETFs are listed here under their category (or view) heading. (Some data points are listed in more than one category.)

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Stock Search Criteria

WebStock Search Criteria. All searchable data points for stocks are listed here under their category (or view) heading. (Some data points are listed in more than one category.)

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Municipal Bond Sectors

WebMunicipal Bond Sectors Health: Health-related municipal bonds back assisted-living and hospice facilities, hospital projects and equipment, and more. For example, they finance …

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Unit Investment Trust Search Criteria

WebUnit Investment Trust Search Criteria. All searchable data points for unit investment trusts (UITs) are listed here under their category (or view) heading. (Some data points are l

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Separate Account/CIT Search Criteria

WebIGSA and Separate Account/CIT Search Criteria. All searchable data points for Insurance Group Separate Accounts (IGSAs) and US separate accounts/CITs are listed here under …

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Portfolio Analysis

Web1. There are two locations to access Portfolio Analysis. One location is from the Portfolio Analysis folder which we will discuss shortly and the other is the Portfolio Management …

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VA/VL Subaccount Search Criteria

WebVA/VL Subaccount Search Criteria. All searchable data points for US variable annuity and variable life subaccounts are listed here under their category (or view) heading.

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Client Web Portal Setup

WebClient Web Portal Setup. The Client Web Portal is a secure Web site where your clients can view aggregated investment information and retrieve Morningstar Office reports and …

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529 College-Savings Plan Landscape, 2016 Update

Web529 Industry Total Assets and Market Share by Direct-Sold and Advisor-Sold. 4. gAssets have nearly doubled over the past five years, reaching a record- high $227 billion.

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Methodology Sectors

WebStandard sector schemes, however, have several drawbacks. One is inconsistency. Most classifications systems define some sectors by the types of businesses in which …

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Money Market Fund Search Criteria

WebMoney Market Fund Search Criteria. All searchable data points for US money market funds are listed here under their category (or view) heading. (Some data points are listed in …

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Importing from Microsoft Excel

WebNote: For Split transactions, you must indicate the number of shares by which the split increases or decreases the client’s current position. For example, if a stock with 50 …

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Presentation Studio

WebPlan Assets. As of: 12/31/2011 Assets ($) Assets (%) Vanguard Institutional Index I 90,124 11.41 PRIMECAP Odyssey Aggressive Growth 90,124 11.41 Harbor Capital …

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