Gladmainnew.morningstar.com

Morningstar Log In

WebAlready a Morningstar account holder? Log in below: E-mail Address: Password: Forget your password? Click here to reset.

Actived: 5 days ago

URL: https://gladmainnew.morningstar.com/login/epiLogin.aspx

Closed-End Fund Search Criteria

WebClosed-End Fund Search Criteria. All searchable data points for closed-end funds are listed here under their category (or view) heading. (Some data points are listed in more than …

Category: Health Go Health

Mutual Fund Search Criteria

WebMutual Fund Search Criteria. All searchable data points for US open-end mutual funds are listed here under their category (or view) heading. (Some data points are listed in more …

Category: Health Go Health

ETF Search Criteria

WebETF Search Criteria. All searchable data points for ETFs are listed here under their category (or view) heading. (Some data points are listed in more than one category.)

Category: Health Go Health

Client Web Portal Setup

WebClient Web Portal Setup. The Client Web Portal is a secure Web site where your clients can view aggregated investment information and retrieve Morningstar Office reports and …

Category: Health Go Health

VA/VL Subaccount Search Criteria

WebVA/VL Subaccount Search Criteria. All searchable data points for US variable annuity and variable life subaccounts are listed here under their category (or view) heading.

Category: Health Go Health

Municipal Bond Sectors

WebMunicipal Bond Sectors Health: Health-related municipal bonds back assisted-living and hospice facilities, hospital projects and equipment, and more. For example, they finance …

Category: Health Go Health

Portfolio Analysis

Web1. There are two locations to access Portfolio Analysis. One location is from the Portfolio Analysis folder which we will discuss shortly and the other is the Portfolio Management …

Category: Health Go Health

Stock Search Criteria

WebStock Search Criteria. All searchable data points for stocks are listed here under their category (or view) heading. (Some data points are listed in more than one category.)

Category: Health Go Health

Importing from Microsoft Excel

WebNote: For Split transactions, you must indicate the number of shares by which the split increases or decreases the client’s current position. For example, if a stock with 50 …

Category: Health Go Health

gladmainnew.morningstar.com

WebSheet3 Sheet2 Sheet1 MN Muni New York Int/Sh MO Muni Ohio MP Muni Pennsylvania LO Long-Short Balanced XIUSA04G92 MSCI EAFE NR USD XIUSA000PK Inflation …

Category: Health Go Health

Global Industry Trends in Asset Flows

WebGlobal Fund Flows: A Frame of Reference In a Global Investment Landscape, Not All Investors Agree U.S. Fund Flow Themes Inflows Are Strong and …

Category: Health Go Health

gladmainnew.morningstar.com

WebCategory Mapping EUCA000719 ZAR/NAD Aggressive Balanced Balanced Aggressive NZCA000057 Balanced Conservative EUCA000717 ZAR/NAD Cautious Balanced …

Category: Health Go Health

Presentation Studio

WebPlan Assets. As of: 12/31/2011 Assets ($) Assets (%) Vanguard Institutional Index I 90,124 11.41 PRIMECAP Odyssey Aggressive Growth 90,124 11.41 Harbor Capital …

Category: Health Go Health

Separate Account/CIT Search Criteria

WebIGSA and Separate Account/CIT Search Criteria. All searchable data points for Insurance Group Separate Accounts (IGSAs) and US separate accounts/CITs are listed here under …

Category: Health Go Health

Morningstar Markets Observer

WebTable of Contents. Market Overview 4 Economic Indicators 12 Funds 38 Equities 44 Fixed Income 51

Category: Health Go Health

Methodology Sectors

WebStandard sector schemes, however, have several drawbacks. One is inconsistency. Most classifications systems define some sectors by the types of businesses in which …

Category: Health Go Health