Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its first-ever Morningstar Medalist RatingsTM for Semiliquid Funds. These forward-looking, ...

Semiliquid funds—including interval funds, tender offer funds, unlisted business development companies, and unlisted REITs—limit investors to periodic, and often capped, withdrawals. They typically ...

The Chicago-based investment research firm decided to make changes after receiving feedback from investors who said the current system was too complicated.

BETHESDA, Md.--(BUSINESS WIRE)--Potomac is proud to announce that the Potomac Defensive Bull Fund (CRDBX) has received a 5-Star Overall Morningstar rating™ out of 229 funds in the Morningstar Tactical ...

Morningstar has debuted its first batch of ratings for semiliquid funds, releasing scores for six interval funds. In the first batch, two Pimco funds earned silver and bronze medalist ratings.

The Burney Company is proud to announce that the Burney U.S. Factor Rotation ETF (BRNY) has received an overall 5-Star Morningstar Rating(TM) as of September 30, 2025, coinciding with its 3rd year ...