The following is our latest Fund Analyst Report for Baron Discovery (BDFFX).
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Two up-and-coming managers make Baron Discovery a strong choice, earning cheaper share classes a Morningstar Analyst Rating of Silver, while the more expensive retail shares earn Bronze.
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Christopher and Kate have always invested in stocks.
Christopher s first job in customer support for a financial-services firm exposed him to the basics of investing and the importance of getting started while he was young. Being an English major, I knew nothing about personal finance, business, or investing, he wrote. But I learned about compound interest, starting early, and making retirement a part of my plan even in my early 20s.
Nearly 30 years, two kids, and several career and locational changes later, Christopher and his wife Kate still have most of their $900,000 retirement portfolio in stocks. But now that they re 50, they re wondering if it s time to take some chips off the table, especially because they re aiming to retire in 12 years.
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As of Dec. 17, there were a record 276 new exchange-traded funds launched in 2020. This marks the fastest pace of new launch activity since the prior record was set in 2015. There are now 2,288 ETFs available to investors. Since SPDR S&P 500 ETF (SPY) was launched in 1993, 3,291 ETFs have been brought to market. This means that about 30% of them have since been closed. In 2020, a record 179 ETFs shut down.
Though there are plenty of choices on the ever-expanding menu, investors tastes are basic. Of the 2,288 ETFs currently on offer, the top 100 as measured by assets under management accounted for 70% of the $5.5 trillion invested in ETFs at the middle of December. The top 100 are the Swiss Army knives of the ETF world. They are efficient multipurpose tools that do a lot of different jobs for a lot of different types of investors.
Today, we’re beginning the rollout of a new Morningstar fund metric called Signal. This data point, which is now available for open-end funds and exchange-traded funds for all Morningstar Premium Members, combines information about a fund’s web traffic on Morningstar.com with measurements based on the Morningstar Analyst Rating and, to expand the coverage universe, the Morningstar Quantitative Rating. These forward-looking ratings are used as an indication of an investment s quality.
This offers you a new way to evaluate the level of interest in an investment among your peers, placed in the context of Morningstar s rigorous framework for rating these investments.