In terms of financial data
Morningstar usually provides additional information. The chart shows Morningstar’s performance over the past 10 years based on an initial $10,000 investment. It also compares that investment to the fund’s category and standard index. Below cambodia whatsapp number data the chart, Morningstar displays annual numbers for net asset value (NAV), total return percentage, benchmark and category index comparisons, category percentage rank, and number of funds.
When comparing it
Zacks Report chart shows the stock’s performance on a zero-sum scale benchmark . Zacks also provides annual data on NAV, total return, annual dividend yield , benchmark performance, quintile rank, fund assets, annual turnover, dividends paid and capital gains paid.
Morningstar offers a “Risk and Return Profile” that shows Morningstar’s three-, five-, and 10-year lags, standard deviation, mean, Sharpe ratio, alpha, beta, and r-squared measures, while Zacks only shows three- and five-year measures.
Both reports show stock sector
breakdowns using Morningstar’s S&P sector weighted percentage and benchmark comparisons. Zacks uses a colored pie chart of stock sector allocations, but does not compare it to benchmark weights. Both reports feature asset class breakdowns and proprietary style analysis methods. Morningstar goes a little deeper, using a style sheet approach to distinguish between a fund and a bond within a fund.
Zacks provides a one-paragraph description promote their business abroad and of each fund that describes the fund’s brief history and investment objectives. The description also provides dividends paid, equity growth frequency and schedule. Morningstar does not provide such information in its reports.
When comparing the ratings
the two providers may sometimes differ, but also reach the same conclusion based on each company’s own process. For example, Morningstar downgraded the T. Rowe Price New Horizons Fund (PRNHX) Morningstar Analyst Rating from Gold to Bronze and downgraded the fund to Silver. The decision to downgrade comes after the fund announced a change in manager , with fund manager Henry Ellenbogen leaving at the end of March 2019. Ellenbogen has been replaced by Joshua Spencer, who previously managed the much smaller.
Rowe Price Global
Technology Fund ( PRGTX ). After making the deb directory change, Morningstar said new manager Spencer expects a big step up in terms of the fund world and assets under management. New Horizons Fund’s rating was unchanged at Zacks. The Zacks Rank for T. Rowe Price New Horizons Fund ( PRNHX ) remained at one star, indicating a strong buy. In Zacks’ February 2019 stock report, according to its nine-factor forecasting method, the small-cap growth stock was still a strong buy.
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