Invest Objectively with improved Morningstar Research

The most foundational elements of smart investing include managing your risk and conducting due diligence on your portfolio.  Our free Morningstar Research has new sections to support these concepts for ETF and Mutual Funds.

Here’s what’s new:

Sustainability

  • Morningstar Sustainability Rating helps you measure how well your portfolio holdings manage their ESG (Environmental, Social, Governance) risk.

  • Morningstar Historical Sustainability Score: A weighted average of the trailing 12 months of Morningstar Sustainability Scores.

Sustainability graphic

Crowd Sense

This research will help you gain a broader picture of investment popularity and places it in the context of the underlying appeal of the investment.

With Signals, you can identify which investments might be overhyped based on investors’ preferences compared with a measure of an investment’s quality. 

Signal Indicators include:

  • Attention: Depicts the level of investor interest in an investment

  • Appeal: This rating helps to identify an investment’s quality.  It is based on Morningstar qualitative and quantitative forward-looking ratings.

  •  Attention Trend: Portrays an investment’s attention relative to other investments at a point in time.

Firstrade Official Blog

Firstrade is a leading online brokerage firm offering a full line of investment products and tools designed to help investors like you take control of your financial future. Since its founding in 1985, Firstrade has been committed to providing high value and quality services to help you reach your financial goals.

Combining proprietary trading technology, a highly intuitive user interface, outstanding customer service and mobile applications, Firstrade offers a comprehensive solution for all of your investing needs. Whether you are a new investor or an active trader, we are committed to excellence and putting the needs of all our customers first. Firstrade is a member of FINRA/SIPC. Discover online investment opportunities with Firstrade Securities today.

https://www.firstrade.com
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