Morningstar Rating for Funds

Columbia Research Enhanced Core ETF (RECS) and Columbia Research Enhanced Value ETF (REVS) Celebrate Three-Year Milestone

Retrieved on: 
Monday, October 17, 2022
Professional Services, Finance, Beta, Fund, Communication, Risk, Investment, Large Value Transfer System, Russell, LLC, NYSE, Ameriprise Financial, London Stock Exchange Group, Twitter, ETF, Solution, ALPS, Special adviser (UK), Industry, FINRA, LSE, Russell 1000 Index, Morningstar Rating for Funds, Prospectus, FTSE, FTSE Russell, Security (finance), Financial adviser, Life insurance, Bank, Index, Columbia Threadneedle Investments

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.

Key Points: 
  • Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.
  • Columbia Research Enhanced Core ETF earns a five-star Overall Morningstar Rating among 1237 funds in the Large Blend category as of September 30, 2022, and Columbia Research Enhanced Value ETF earns a three-star Overall Morningstar Rating among 1153 funds in the Large Value category as of September 30, 2022, based on a Morningstar risk-adjusted return measure.
  • As of June 30, 2022; Includes all assets managed by entities in the Columbia and Threadneedle group of companies.
  • The Beta Advantage Research Enhanced U.S. Value Index (the Index) aims to achieve stronger total return than the Russell 1000 Value Index through a rules-based strategic beta approach.

Columbia Thermostat Fund Celebrates 20-Year Anniversary

Retrieved on: 
Tuesday, October 11, 2022
Professional Services, Finance, Risk, Columbia, LLC, NYSE, Ameriprise Financial, Income, Twitter, Index, Flexible, Industry, FINRA, Morningstar Rating for Funds, Lipper, Classification, Prospectus, Solution, Refinitiv, Security (finance), Life insurance, Columbia Threadneedle Investments

Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.

Key Points: 
  • Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.
  • The Columbia Thermostat Fund was awarded for best 3-year performance out of 148 fund in the Flexible Portfolio Funds category, for the period ended 12/31/20, Class Institutional 3 shares.
  • 2 Columbia Thermostat Fund earns a five-star Overall Morningstar Rating among 260 funds in the Tactical Allocation category as of September 30, 2022 based on a Morningstar risk-adjusted return measure.
  • Columbia Thermostat Fund is distributed by Columbia Management Investment Distributors, Inc., member FINRA, and managed by Columbia Wanger Asset Management, LLC.

A Decade of Delivering: Guggenheim’s Fixed-Income Mutual Funds Reach 10-Year Anniversary

Retrieved on: 
Wednesday, December 8, 2021
ETF, Risk, GS, Prospectus, Guggenheim Partners, Intermediate, Funding, External commercial borrowing, Investment, Loan, Overalls, LLC, Securities Investor Protection Corporation, Morningstar Rating for Funds, Morningstar, Inc., Clos, Financial adviser, Bank

Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

Key Points: 
  • Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
  • Exchange-traded funds and open-end mutual funds are considered a single population for comparative purposes.
  • Morningstar rankings are based on a funds average annual total return relative to all funds in the same Morningstar category, which includes both mutual funds and ETFs.
  • It contains the funds investment objectives, risks, charges, expenses and other information, which should be considered carefully before investing.

Columbia Acorn European Fund Celebrates 10-Year Milestone as Best Fund Among Morningstar Peers

Retrieved on: 
Wednesday, September 8, 2021
Professional Services, Finance

Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc. (NYSE: AMP).

Key Points: 
  • Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc. (NYSE: AMP).
  • Columbia Threadneedle Investments (Columbia Threadneedle) is the global brand name of the Columbia and Threadneedle group of companies.
  • For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating used to rank the fund against other funds in the same category.
  • Columbia Acorn funds are distributed by Columbia Management Investment Distributors, Inc., member FINRA, and managed by Columbia Wanger Asset Management, LLC.

Buffalo Small Cap Fund (BUFSX / BUISX) Receives 5-Star Overall Morningstar Rating

Retrieved on: 
Wednesday, May 19, 2021
Money, Finance, Economy, Financial data vendors, Credit rating agencies, Financial markets, Morningstar, Inc., Rate of return, Morningstar Rating for Funds

"Taking a fund to 5 stars is no easy feat and they should be commended for their efforts.

Key Points: 
  • "Taking a fund to 5 stars is no easy feat and they should be commended for their efforts.
  • Such a lengthy track record typically provides investors a comprehensive look at a fund\'s strategy and management style over many full-market cycles with a time-tested view of certain characteristics such as portfolio turnover, risk/reward profile, and longer-term performance results.\nThe Small Cap Fund is also joined by another small cap fund within the Buffalo Funds lineup, the Buffalo Early Stage Growth Fund (BUFOX / BUIOX), which has maintained a 5-Star Overall Morningstar Rating since October 31, 2020.
  • The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics.
  • The weights are: 100% 3-year rating for 36-59 months of total returns, 60% 5-year rating / 40% 3-year rating for 60-119 months of total returns, and 50% 10-year rating / 30% 5-year rating / 20% 3-year rating for 120 or more months of total returns.

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

Retrieved on: 
Monday, May 17, 2021
Finance, Money, Investment management, Service companies, Morningstar, Inc., Exchange-traded funds, Passive management, Active management, AdvisorShares, Morningstar Rating for Funds

b"CHICAGO, May 17, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S.mutual fundandexchange-traded fund(ETF) flows for April 2021.

Key Points: 
  • b"CHICAGO, May 17, 2021 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today reported estimated U.S.mutual fundandexchange-traded fund(ETF) flows for April 2021.
  • For the month, long-term mutual funds and exchange-traded funds collected $124 billion in April, down from a record $156 billion in March.
  • Investors continued to favor passively managed strategies, pouring in $94 billion; approximately $30 billion went to actively managed funds.\nMorningstar's report about U.S. fund flows for April 2021 is available here .
  • Follow Morningstar on Twitter @MorningstarInc.\nMorningstar's Manager Research Group consists of various wholly owned subsidiaries of Morningstar, Inc. including, but not limited to, Morningstar Research Services LLC.