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

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

Rating:How Does M* Analyze Stock-Picking? Not Rated 0.0 Email Routing List Email & Route  Print Print
Wednesday, April 10, 2013

How Does M* Analyze Stock-Picking?

News summary by MFWire's editors

Morningstar ratings and analysis can frequently seem to be a bit of a mystery.

In a column this week, assistant site editor Adam Zoll attempts to shine a light on just how the ratings giant analyzes a PMs ability to pick stocks.
Performance attribution analysis is a method used by analysts at Morningstar and elsewhere to help determine why a fund performed the way it did during a given time period. Did the fund underperform relative to its benchmark because of a few bad stock picks, or was it because the fund invested too heavily in a poorly performing sector of the market? If a fund outperformed its benchmark, is it because the manager chose the right stocks to invest in, or because he or she managed to avoid stocks that would have weighed down performance? These are the sorts of questions performance attribution analysis can help answer.
Zoll lists four factors that are among the points looked at: stock selection, sector allocation, country allocation and fees.

For more details, check out the original article here  

Edited by: Ben Geier


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
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
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. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use