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Alex Zhao, CFA  

Alex Zhao, CFA, leads the performance team of the U.S. Funds Database under the Morningstar Research Group. Previously, he served as an investment analyst at Ibbotson Associates, a RIA under the Morningstar Investment Management Group. He currently serves as a portfolio manager to the Chicago Booth Student Managed Investment Fund after he joined the team as an equity analyst in October 2013.

The opinions and research contained in his publications are those of Alex Zhao. Morningstar or its subsidiaries have not reviewed or endorsed any material contained herein and are not responsible for any trading decisions, damages, or other losses resulting from, or related to, the information, data, analyses or opinions or ...More
  • Description: Investment Consultant. Trading frequency: Infrequent
  • Interests: Dividend stock ideas & income, ETFs, Mutual funds, Stocks - long, Tech stocks
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UNH and WLP took a dip today, approaching my FV targets in the 12/3/13 article Jan 16, 2014