Chicago-based company best known for evaluating MUTUAL FUNDS. Morningstar rates funds from one to five stars, using a risk-adjusted performance rating in which performance equals total return of the fund.
The Electronic Data Gathering, Analysis, and Retrieval system (EDGAR) is a platform used by the U.S. Securities and Exchange Commission (SEC) to increase efficiency and accessibility in the collection, submission, and dissemination of financial reports from public companies and other entities.
A securities analyst is an individual who performs investment research and examines the financial condition of companies and industries to provide investment recommendations.
Soft dollars refer to a type of payment method used primarily in the financial industry, particularly in the context of brokerage and investment management services. This non-cash compensation allows investors to pay for services using commissions generated from trading activities.
