Search for: "Morningstar, Inc." Results 61 - 80 of 133
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2 Dec 2013, 10:13 am by D. Daxton White
According to Morningstar, Inc., the Oppenheimer Rochester Virginia Municipal Bond Fund held 33% of its assets in Puerto Rican debt as of Aug. 31. [read post]
30 Aug 2010, 11:23 am by Theo Francis
The total number of pages filed by 3Par this month, or by 3Par’s suitors about it, comes to around 1,500  pages, according to figures from Morningstar Document Research (neé 10-K Wizard, and, like footnoted, a unit of Morningstar Inc.). [read post]
3 Jun 2021, 3:30 am by Liz Dunshee
While it was busy making a big name for itself last week with Exxon, it also managed to file a pre-effective amendment to a registration statement to launch an ETF, which identifies Schulte Roth & Zabel as outside counsel, lists “activism” as a risk factor, and also includes this nugget: Principal Investment Strategies: The Fund seeks investment results that closely correspond, before fees and expenses, to the performance of the Morningstar US Large Cap Select Index (the… [read post]
7 Nov 2014, 1:42 pm by D. Daxton White
InvestmentNews analysis of data from Morningstar Inc. found that some single-state and high yield funds have exposure risk around or above 2%. [read post]
15 Sep 2008, 9:23 pm
It should have appealed to try to end the European Commission's case for once and for all, said Toan Tran, an analyst at Morningstar Inc. in Chicago. [read post]
28 Aug 2015, 10:44 am by Samantha E. Thompson
Aggregate bond index, according to fund-research firm Morningstar Inc. [read post]
11 Oct 2011, 5:00 am by Doug Cornelius
Morningstar Credit Ratings, LLC Rating and Investment Information, Inc. [read post]
18 Feb 2014, 12:58 pm by D. Daxton White
 According to Morningstar, about 70% of U.S. mutual funds that focus on municipal bonds hold the securities, which are tax- exempt nationwide. [read post]
19 May 2017, 3:00 am by Biglaw Investor
I did a quick look at the top holdings of RGAFX and CHTVX from our portfolio and sure enough Alphabet, Inc. [read post]
19 May 2017, 3:00 am by Biglaw Investor
I did a quick look at the top holdings of RGAFX and CHTVX from our portfolio and sure enough Alphabet, Inc. [read post]
6 Oct 2023, 6:30 am
Platt (University of Kansas School of Law), on Wednesday, October 4, 2023 Tags: Congress, Mandatory Disclosure, Regulators, Securities Act Proxy Voting Insights: Key ESG Resolutions Posted by Lindsey Stewart, Morningstar, Inc, on Wednesday, October 4, 2023 Tags: E&S, ESG, Proxy voting, Shareholder Do Consumers Care About ESG? [read post]
30 Oct 2012, 10:58 am by David Jensen
Woolf pointed to the offer by Biotime, Inc., of Alameda, Ca., as a way for Geron shareholders to benefit. [read post]
4 Feb 2010, 1:06 pm by Page Perry LLC
Even money-market funds don't guarantee against losing money, as we saw when the collapse of Lehman Brothers Holdings Inc. caused Reserve Primary Fund to melt down. [read post]
6 Oct 2023, 6:30 am
Platt (University of Kansas School of Law), on Wednesday, October 4, 2023 Tags: Congress, Mandatory Disclosure, Regulators, Securities Act Proxy Voting Insights: Key ESG Resolutions Posted by Lindsey Stewart, Morningstar, Inc, on Wednesday, October 4, 2023 Tags: E&S, ESG, Proxy voting, Shareholder Do Consumers Care About ESG? [read post]
19 Oct 2011, 10:14 am by Amber Walsh
 Morningstar analyst Lauren Migliore reports, “The emergence of the strategic partnership model, which has seen the world’s largest drugmakers pair up with leading CROs…has helped fuel this return to growth in the industry. [read post]
31 Oct 2011, 11:45 am by Candace Cathey
DALL's own Barbara Fullerton of Morningstar, Inc. presented shortcuts on the iPhone such as creating webclips, moving icons, organizing home folders, voice control and more.Last but certainly not the least was our keynote speaker Jack Plunkett, CEO of Plunkett Research, Ltd and author of The Next Boom. [read post]
9 Nov 2011, 8:00 am by Sonya Hubbard
Unless you live in the mid-Atlantic states of Maryland, Pennsylvania, New York, New Jersey, or West Virginia, you may not have heard of Weis Markets, Inc. [read post]