The Morningstar Dictionary: Beta

Beta gives you a sense of how volatile an investment has been, compared to a benchmark.

Wendy Stein 27 April, 2018 | 5:00PM

 

 

Wendy Stein: Beta is one of the Modern Portfolio Theory statistics reported by Morningstar. Beta, along with the other MPT statistics, can help investors assess the risk and return characteristics of investments. You can find them in the Risk section of a fund or ETF's Morningstar Report on Morningstar.ca.

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About Author

Wendy Stein

Wendy Stein  Wendy Stein is a product manager at Morningstar Canada. She manages products for investment research, portfolio construction and retirement planning. Before joining Morningstar in 2010, she worked as a product manager in the mutual- fund industry for Invesco and Manulife in Canada and Legg Mason in the UK.