Marta Norton on Direct Indexing and Investments
Masters in Business
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Morningstar's Russ Kinl's Star Rating
The star rating launched very early on around 1985 and it's gone through a lot of methodology updates over time. I don't think there's an analyst on the research side of the house who would say, look, you have the star rating and you're all done. There's a lot more that goes into picking a mutual fund or a strategy than just looking at its historical track record.
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