Laura Lutton: Hello, everyone. Thanks for joining today. I’m Laura Lutton, and I head Morningstar’s global manager research team. Today, we’re discussing the Morningstar Medalist Rating for semiliquid ...

Semiliquid funds—including interval funds, tender offer funds, unlisted business development companies, and unlisted REITs—limit investors to periodic, and often capped, withdrawals. They typically ...

Morningstar has launched a new forward-looking ratings methodology tailored to the growing market of semiliquid investment vehicles, extending its Medalist Rating system to provide greater clarity ...

CHICAGO--(BUSINESS WIRE)-- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today introduced the Morningstar Medalist Rating™ for Semiliquid Funds, expanding ...

Morningstar Inc. (NASDAQ:MORN) is a global financial services firm headquartered in Chicago, Illinois. Founded in 1984 by Joe Mansueto, the company provides independent investment research, data, and ...

BEVERLY, Mass.--(BUSINESS WIRE)--Easterly Asset Management, home to investment teams that provide private wealth and institutional investors with a portfolio of solutions across alternatives, active ...

BETHESDA, Md.--(BUSINESS WIRE)--Potomac is proud to announce that the Potomac Defensive Bull Fund (CRDBX) has received a 5-Star Overall Morningstar rating™ out of 229 funds in the Morningstar Tactical ...

OneAscent Investments is proud to announce that the OneAscent International Equity ETF (OAIM) has received a 4-Star Morningstar Rating™ in the US Fund Foreign Large Blend category out of six hundred ...

have received a Morningstar Rating for funds, or “Star Rating,” of five stars. This indicates that the fund has outperformed its peers historically on an after-fee risk-adjusted basis. The objective ...

The Fidelity High Income Fund falls within Morningstar’s high-yield bond category. High-yield bonds are also known as “junk bonds.” These bonds are typically rated below investment grade with a higher ...