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Morningstar

Morningstar Reveals Cash Outperforms Bonds as a Portfolio Diversifier

May 7, 2025
Cash has been a better portfolio diversifier than bonds, Morningstar finds

Why Cash is King: Navigating the Current Investment Landscape At the Extreme Investor Network, we understand that the world of investing can be overwhelming, especially in today’s uncertain economic climate. However, the recent decision by … Read more

Categories Investing Tags Bonds, cash, diversifier, Morningstar, Outperforms, portfolio, Reveals

Trump’s Agenda Fuels Record Withdrawals from Global Sustainable Funds, According to Morningstar

April 25, 2025
Trump agenda drives record outflows from global sustainable funds, Morningstar says

A Significant Shift in Sustainable Investment: What It Means for the Future Recent data from Morningstar has unveiled a startling trend in the realm of sustainable investing: a record $8.6 billion was withdrawn from global … Read more

Categories Finance Tags Agenda, Fuels, funds, Global, Morningstar, record, Sustainable, Trumps, Withdrawals

This ETF Shines, Says Morningstar — Plus, It Offers Tax-Free Income

March 14, 2025
This ETF is a ‘standout’, according to Morningstar — and provides tax-free income

Unlocking Tax-Free Income: Why the Capital Group Municipal Income ETF (CGMU) is a Standout Choice As investors seek avenues for tax-free income, municipal bond funds are often at the top of the list. Among the … Read more

Categories Investing Tags ETF, Income, Morningstar, offers, shines, TaxFree

Morningstar Favorably Reviews These Reliable Dividend Stocks for Volatile Markets

March 13, 2025
Morningstar likes these solid dividend payers when markets get choppy

Capitalizing on Dividend Opportunities: Your Guide to Top REIT Picks in 2025 As the S&P 500 takes a step back from its record highs, investors on the lookout for reliable dividend income have a golden … Read more

Categories Investing Tags dividend, Favorably, Markets, Morningstar, Reliable, Reviews, stocks, volatile

Morningstar Highlights Midcap Utilities Benefiting from Data Center Demand

January 7, 2025
These midcap utilities are a play on data center demand, Morningstar says

Unleashing the Potential: Why Midcap Utilities Are Your Best Play in the AI-Driven Market As we navigate the electric landscape of 2024, the utilities sector has emerged as a compelling investment avenue—especially for those looking … Read more

Categories Investing Tags benefiting, Center, data, demand, highlights, midcap, Morningstar, utilities

Why Morningstar Labels SCHD as the Top Choice for Dividend Funds

June 10, 2024
Morningstar calls SCHD ‘gold standard’ for dividend funds. Here's why

Welcome to the Extreme Investor Network, where we provide you with valuable insights and information to help you make the most of your investment opportunities. Today, we’re taking a closer look at dividend funds, specifically … Read more

Categories Investing Tags Choice, dividend, funds, labels, Morningstar, SCHD, Top

Morningstar identifies four utilities with appealing dividends and potential for growth

June 7, 2024
Four utilities with attractive dividends and upside, per Morningstar

Are you looking to capitalize on the latest trends in the utilities sector? Look no further than the rising excitement surrounding artificial intelligence and its impact on the industry. According to Morningstar, the utilities sector … Read more

Categories Investing Tags appealing, Dividends, growth, Identifies, Morningstar, Potential, utilities

Morningstar five-star bond funds delivered by Baird co-CIO Stanek

April 16, 2024
Baird co-CIO Stanek delivers with Morningstar five-star bond funds

Welcome to Extreme Investor Network, where we dive deep into the world of investing to bring you exclusive insights and expert advice. Today, we’re highlighting the success story of Baird Advisors co-chief investment officer, Mary … Read more

Categories Investing Tags Baird, Bond, coCIO, delivered, fivestar, funds, Morningstar, Stanek

Best performing actively managed bond funds in 2023, ranked by Morningstar

March 20, 2024
Top actively managed bond funds of 2023, according to Morningstar

When it comes to investing in bond funds, investors may want to consider actively managed options for the potential of higher returns. While overall, passive funds have outperformed actively managed funds, the bond category tells … Read more

Categories Investing Tags actively, Bond, funds, managed, Morningstar, Performing, ranked

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