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Morningstar Launches Interactive Notebooks to Extend Access to Data and Analytics Visualizations

Morningstar Launches Interactive Notebooks to Extend Access to Data and Analytics Visualizations
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Morningstar Reports U S Mutual Fund and Exchange-Traded Fund Flows for February 2021

Share this article Share this article CHICAGO, March 17, 2021 /PRNewswire/  Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for February 2021. For the month of February, long-term mutual funds and ETFs collected a record $144 billion. ETFs collected approximately $92 billion, driven by a move into equity funds, while open-end funds took in $53 billion, led by flows into fixed-income strategies. Morningstar s report about U.S. fund flows for February 2021 is available here. Additional highlights from the report include: Interest rate- and commodity-sensitive categories, such as financial and natural resource equity funds and inflation-protected bond funds, saw sharp organic growth. For example, natural resource funds, which tend to focus on materials stocks, took in nearly $2.5 billion, the highest monthly inflow in the past decade. Inflation-protected bond fun

Morningstar Reports U S Mutual Fund and Exchange-Traded Fund Flows for January 2021

Share this article Share this article CHICAGO, Feb. 18, 2021 /PRNewswire/  Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S. mutual fund and exchange-traded fund (ETF) flows for January 2021. For the month of January, long-term mutual funds and ETFs collected $95 billion. U.S. equity funds had outflows of $38 billion in January, with approximately $26 billion of that from actively managed funds and $12 billion from passively managed funds. Morningstar s report about U.S. fund flows for January 2021 is available here. Additional highlights from the report include: Among U.S. category groups, taxable-bond funds dominated, with $79 billion of inflows in January and $459 billion of inflows over the trailing 12 months, the most by far for any group.

Morningstar Launches Morningstar Broad Style Indexes, Establishing a More Robust Framework for Style Analysis in U S Equity Portfolios

Share this article Share this article CHICAGO, Jan. 27, 2021 /PRNewswire/  Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the launch of the Morningstar® Broad Style Indexes℠, a family of indexes designed to more accurately represent the size and style dimensions of the U.S. equity market. The Morningstar Broad Style Indexes consists of 12 U.S. equity indexes that divide the market by capitalization and investment style. (PRNewsfoto/Morningstar, Inc.) With more than 30 years of independent Morningstar research and analysis powering our indexes, the Morningstar Broad Style Indexes further empower investors seeking tools that facilitate diversification and strengthen their portfolios, said Ron Bundy, president of Morningstar Indexes. While a wide array of factors has emerged over time, size and valuation continue to define managed strategies to a far greater extent than other factors. With the addition of the Broad

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