• 781-740-1199

Skip to Content

The Chart Room

The S&P 500 Remains Relevant at 60

Writing for Morningstar, Kevin McDevitt, CFA, takes a close look at the history of the S&P 500. He analyzes what has made this index relevant to investors over the last 60 years. He also considers why a true rival has never supplanted its importance.

Read the Article

Rules of the Fund Road

“Watch the fees and don’t look back.” This quote is the take away from an article in the New York Times which details the findings of a recent Morningstar study that shows how low-cost funds are more likely to succeed.
Read the Article

What’s a Five-Star Fund Worth?

Brendan Conway of Barron’s takes a look at R.W. Baird’s recent study of Morningstar’s star-rating system. Read on to find out the results of the study and see the importance of sound qualitative analysis.
Read the Article