See All Mutual Funds Rankings Lists Quotes delayed at least 15 minutes. Market data provided by Xignite. Fund data provided byXigniteandMorningstar. SeeDisclaimer. ContactU.S. News Best Stocks. Use of this website constitutes acceptance of theInvesting Terms and Conditions of Use.. ...
Oberweis Small-Cap OpportunitiesOBSOX-11.1719.114.4114.62Small GrowthNo Best Sector Stock Mutual Funds View All 10 Best Sector Funds For 2023 Mutual FundSymbol1-year total return3-year average total return5-year average total return10-year average total returnMorningstar CategoryClosed To New Inv ...
15, the fund was on track to repeat as an IBD Best Mutual Funds Award winner with a 25.1% return vs. 16.4% for the S&P 500. Its large-cap growth rivals tracked by Morningstar Direct averaged 32.84%. You can buy A-class shares (EAALX) with a minimum initial investment of...
Growth is in favor, but don't overlook income-oriented funds with generous yields. By Coryanne Hicks | Edited by Stephanie Steinberg | Sept. 19, 2024, at 2:13 p.m. Save MoreGetty Images|Maskot Mutual funds can offer the diversification and steady income streams that many investors are ...
Top 10 Mutual Funds with solid long-term track records.by Roger Share ING Corporate Leaders Trust Fund See Details Everybody has to save money to be able to fulfill long-term goals, to buy a house, finance studies of children or to enjoy years of retirement. This money needs to be ...
Best for mutual funds: J.P. Morgan Self-Directed Investing Who's this for? J.P. Morgan's Self-Directed Investing is one of the few platforms that offers commission-free online mutual fund trading. Standout benefits: If you're a newer investor, you'll benefit from the intuitive interface...
Self-directed investing customers get access to a customizable screener for mutual funds and ETFs. Here, you can screen funds based on technical indicators and Morningstar ratings and convert screens into watchlists. The screener is available both online and through the mobile app, making it easy...
However, TRBCX is still one of the best mutual funds despite its higher expenses. Over the past year, three years, five years, 10 years and since its inception, TRBCX beats theS&P 500and the Lipper Large-Cap Growth Fundscategory average. Hence the five-star Morningstar rating. ...
Since the 1980s, the company has assigned a star rating to mutual funds based onrisk-adjusted returns. To account for changing factors in the investment landscape that affect the performance of a mutual fund, Morningstar has adjusted its mutual fund rating system many times throughout its histor...
Vanguard offers a wide range of diverse ETFs and mutual funds. Morningstar gives many of Vanguard's funds a five-star rating—the highest rating possible from Morningstar's rating system. The Vanguard Wellesley Income Admira allocates over half its assets to a broad mix of bonds. The Vanguard...