Double maintains 4 strategies that include MORN - Morningstar, Inc.
Yahoo
When I look at year-to-date returns across indexes, I notice a few surprising stars: European stocks, Latin America, and real estate investment trusts. Morningstar’s European stock index is riding high this year, as the macroeconomic environment has been improving. A weakening US dollar has magnified European equity gains for unhedged US investors.
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Style Box ETF report for IMCB
SeekingAlpha
The benefits of financial independence extend far beyond the financial realm. Read about three undervalued dividend growth stocks worthy of investor consideration.
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(Bloomberg Markets) -- On Wall Street, it’s been years since anyone had to think very hard to make money. Buy the largest US stocks, ignore everything else and watch your portfolio soar. Investing was reduced to one-click simplicity.Most Read from BloombergNYC Congestion Toll Brings In $216 Million in First Four MonthsNow With Colorful Blocks, Tirana’s Pyramid Represents a Changing AlbaniaThe Economic Benefits of Paying Workers to MoveNY Wins Order Against US Funding Freeze in Congestion FightWh
Yahoo
We came across a bullish thesis on Morningstar, Inc. (MORN) on Flyover Stocks’ Substack. In this article, we will summarize the bulls’ thesis on MORN. Morningstar, Inc. (MORN)’s share was trading at $304.12 as of 23rd May. MORN’s trailing and forward P/E were 34.13 and 30.77 respectively according to Yahoo Finance. Morningstar, while widely respected among investors, […]
Yahoo
(Bloomberg) -- Exchange-traded funds have amassed trillions of dollars by offering investors greater tax efficiency, liquidity and lower costs than mutual funds. Now, a looming regulatory shift is poised to bring the two vehicles closer together — and threatens to complicate the very features that fueled the ETF boom.Most Read from BloombergNY Wins Order Against US Funding Freeze in Congestion FightThe US Securities and Exchange Commission is expected to approve applications for dual-share-class
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
MSIF | 0.01% | $785.03M | +38.83% | 6.37% |
WST | 0.06% | $15.19B | -33.45% | 0.39% |
BCE | 0.34% | $20.24B | -36.37% | 12.94% |
AQB | 0.45% | $3.16M | -54.58% | 0.00% |
ASPS | -0.57% | $70.49M | -58.94% | 0.00% |
NEOG | 0.59% | $1.08B | -69.02% | 0.00% |
DADA | 0.59% | $528.70M | +23.64% | 0.00% |
SYPR | 0.72% | $44.81M | +19.63% | 0.00% |
SAVA | 0.76% | $103.86M | -89.60% | 0.00% |
OCFT | -0.81% | $261.60M | +272.06% | 0.00% |
CPSH | -0.95% | $38.93M | +51.41% | 0.00% |
HUSA | 1.11% | $7.58M | -62.12% | 0.00% |
NXTC | 1.13% | $13.27M | -65.72% | 0.00% |
CVM | 1.31% | $12.38M | -93.67% | 0.00% |
MVO | -1.51% | $64.29M | -36.41% | 22.41% |
VHC | -1.60% | $37.26M | +125.96% | 0.00% |
CBOE | 1.69% | $23.43B | +28.07% | 1.12% |
AGL | 1.78% | $906.55M | -67.94% | 0.00% |
SRRK | -1.84% | $2.93B | +213.53% | 0.00% |
STG | 2.72% | $29.94M | -9.97% | 0.00% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
CTA | -0.13% | $1.06B | 0.76% |
CARY | 0.23% | $347.36M | 0.8% |
SHV | -0.26% | $20.27B | 0.15% |
SHY | -0.28% | $24.11B | 0.15% |
KRBN | 0.74% | $157.06M | 0.85% |
JPLD | -0.76% | $1.20B | 0.24% |
IBTF | -0.77% | $2.09B | 0.07% |
VGIT | 0.81% | $31.28B | 0.04% |
CORN | -0.88% | $48.76M | 0.2% |
SGOV | -0.98% | $47.72B | 0.09% |
SCHR | 1.14% | $10.63B | 0.03% |
SPTI | 1.15% | $8.74B | 0.03% |
IEI | -1.45% | $15.52B | 0.15% |
IBTK | -1.46% | $444.86M | 0.07% |
ASHR | 1.53% | $2.01B | 0.65% |
SHYM | -1.58% | $323.99M | 0.35% |
FTSM | 1.63% | $6.47B | 0.45% |
USDU | -1.66% | $168.22M | 0.5% |
CMBS | -1.77% | $431.92M | 0.25% |
TFLO | -1.85% | $6.94B | 0.15% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
SMMV | 77.05% | $310.29M | 0.2% |
USMF | 77.04% | $402.24M | 0.28% |
CFA | 76.97% | $523.12M | 0.35% |
RSPA | 76.37% | $333.63M | 0.29% |
FDLO | 76.04% | $1.19B | 0.16% |
IWS | 75.94% | $13.00B | 0.23% |
TDVG | 75.91% | $835.40M | 0.5% |
SIZE | 75.85% | $329.41M | 0.15% |
IWR | 75.67% | $40.56B | 0.19% |
RSP | 75.59% | $71.38B | 0.2% |
JQUA | 75.46% | $6.18B | 0.12% |
GSEW | 75.46% | $1.25B | 0.09% |
RUNN | 75.44% | $348.22M | 0.58% |
IWD | 75.40% | $60.48B | 0.19% |
VOE | 75.30% | $17.49B | 0.07% |
QUS | 75.29% | $1.50B | 0.15% |
FMDE | 75.23% | $2.65B | 0.23% |
VO | 75.12% | $80.06B | 0.04% |
VIG | 75.12% | $89.54B | 0.05% |
IUSV | 75.11% | $20.06B | 0.04% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
DFDV | -17.22% | $242.18M | +1,394.57% | 0.00% |
K | -7.45% | $28.42B | +36.97% | 2.78% |
VRCA | -6.44% | $55.02M | -93.50% | 0.00% |
FUBO | -5.03% | $1.23B | +187.20% | 0.00% |
FMTO | -4.40% | $5.10K | -99.93% | 0.00% |
DG | -3.42% | $24.58B | -16.85% | 2.11% |
VSA | -2.76% | $6.64M | -38.05% | 0.00% |
SRRK | -1.84% | $2.93B | +213.53% | 0.00% |
VHC | -1.60% | $37.26M | +125.96% | 0.00% |
MVO | -1.51% | $64.29M | -36.41% | 22.41% |
CPSH | -0.95% | $38.93M | +51.41% | 0.00% |
OCFT | -0.81% | $261.60M | +272.06% | 0.00% |
ASPS | -0.57% | $70.49M | -58.94% | 0.00% |
MSIF | 0.01% | $785.03M | +38.83% | 6.37% |
WST | 0.06% | $15.19B | -33.45% | 0.39% |
BCE | 0.34% | $20.24B | -36.37% | 12.94% |
AQB | 0.45% | $3.16M | -54.58% | 0.00% |
DADA | 0.59% | $528.70M | +23.64% | 0.00% |
NEOG | 0.59% | $1.08B | -69.02% | 0.00% |
SYPR | 0.72% | $44.81M | +19.63% | 0.00% |
Name | Correlation | AUM | Expense Ratio |
---|---|---|---|
TAIL | -61.71% | $111.10M | 0.59% |
VIXY | -56.99% | $130.74M | 0.85% |
BTAL | -37.70% | $318.59M | 1.43% |
IVOL | -30.89% | $371.81M | 1.02% |
XONE | -21.38% | $623.04M | 0.03% |
TBLL | -19.54% | $2.33B | 0.08% |
FXY | -18.32% | $869.00M | 0.4% |
SPTS | -16.40% | $5.78B | 0.03% |
FTSD | -14.17% | $214.56M | 0.25% |
BILS | -13.05% | $3.92B | 0.1356% |
UTWO | -12.76% | $379.96M | 0.15% |
VGSH | -12.03% | $22.41B | 0.03% |
SCHO | -11.59% | $10.94B | 0.03% |
XHLF | -11.26% | $1.49B | 0.03% |
CLIP | -10.67% | $1.49B | 0.07% |
KCCA | -10.17% | $94.04M | 0.87% |
IBTG | -10.09% | $1.92B | 0.07% |
GBIL | -9.75% | $6.06B | 0.12% |
BIL | -7.75% | $43.41B | 0.1356% |
XBIL | -7.27% | $784.89M | 0.15% |
Name | Correlation | Market Cap | Return % (1 Year) | Div Yield % |
---|---|---|---|---|
MCO | 75.46% | $87.35B | +18.39% | 0.73% |
SPGI | 73.88% | $157.63B | +17.80% | 0.72% |
NDAQ | 72.90% | $48.15B | +40.46% | 1.14% |
DOV | 69.68% | $24.36B | -1.82% | 1.16% |
USFD | 69.21% | $17.90B | +45.51% | 0.00% |
BNT | 69.19% | $11.64B | +34.50% | 0.00% |
BN | 69.01% | $95.40B | +34.31% | 0.57% |
STT | 68.40% | $27.38B | +28.88% | 3.09% |
TRU | 68.07% | $17.01B | +19.36% | 0.50% |
BLK | 67.48% | $153.22B | +25.36% | 2.07% |
JHG | 67.38% | $5.69B | +9.88% | 4.35% |
CPAY | 67.02% | $23.04B | +26.49% | 0.00% |
PRI | 66.47% | $8.81B | +18.83% | 1.44% |
SEIC | 66.25% | $10.60B | +27.47% | 1.11% |
MTG | 66.21% | $6.19B | +22.18% | 1.99% |
FDS | 66.01% | $16.46B | +8.14% | 0.97% |
AMG | 65.61% | $5.11B | +13.42% | 0.02% |
GGG | 65.40% | $14.09B | +6.68% | 1.25% |
PFG | 65.24% | $17.11B | -4.16% | 3.87% |
GNW | 65.19% | $2.88B | +10.33% | 0.00% |
Current Value
$312.441 Year Return
Current Value
$312.441 Year Return