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Do Morningstar Trailing Returns Include Dividends? [Solved]

Annual total returns are calculated on a calendar-year and year-to-date basis. Total return includes both capital appreciation and dividends. The year-to-date return is updated daily.

Optimizing Risk-Reward via Multi-Asset Investing: The Morningstar Approach

September 03, 2021 @ 05:30 PM IST Speaker: Dhaval Kapadia, CFA, CFP, Director, Portfolio Specialist,

The Long View: Cliff Asness - Value Stocks Still Look Like a Bargain

The AQR co-founder on how to deal with low expected

Morningstar Portfolio Tracker [Video #5]

TOOLS & BOOKS I LOVE My Book (of course): https://amzn.to/3by10EE Personal Capital: …