Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Morningstar Rolls Out Investor Return Data Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, October 06, 2006

Morningstar Rolls Out Investor Return Data

by: Armie Margaret Lee

Morningstar said Wednesday it is supplying new data for mutual funds and exchange traded funds to show how the average investor have fared in a fund over a period of time.

Morningstar Investor Return gives an estimate of the return earned collectively by all investors in a fund, taking into account all cash inflows and outflows from purchases and sales, as well as the growth in fund assets. It complements the more traditional metric of total return, which measures what investors could have earned if they purchased and held the fund, reinvesting in all assets, over a period of time.

Investor return places a greater amount of emphasis on periods in which fund assets are larger. Morningstar computes one-, three-, five-, and 10-year trailing and annual investor returns.

Morningstar is rolling out investor return data in products including Direct, Advisor Workstation, Principia and Licensed Data, this month. The data can be accessed by individual investors starting early next month.  

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2020
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use