We examine investor demand for dividends in the context of equity mutual funds. We find that some funds trade in and out of dividend-paying stocks to increase their dividend yield, consistent with fund investors having a desire for dividends. We refer to this strategy as “juicing.” This beh...
Morningstar Rating™ as of Dec 31, 2024 Time Period Rating Funds in Large ValueCategory Overall 1095 3 Years 1095 5 Years 1036 10 Years 808 The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds and exchange-traded funds) with ...
Dividend stock funds can outperform lagging markets, but might trail technology, small-capitalization, or mid-capitalization stocks in a bull market. In looking for mutual funds, Sonya Morris of Morningstar recommends looking at a portfolio manager's long-term track record.Anderson...
The North Star Dividend Fund is one of a select group of funds in the small-cap investment category that seeks to invest in stocks that pay dividends.
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If you're an investor interested in big dividends, and not just the hyped-up headlines about artificial intelligence and tech stocks, then consider one of the seven top high-dividend mutual funds. All of the below funds offer reasonable investment minimums, affordable annual expenses and well-es...
Best Charles Schwab Mutual Funds Here's a look at which Charles Schwab mutual funds possess a coveted four- or five-star Morningstar rating. Tony DongJan. 30, 2025 10 Best 2025 Investments A rapidly changing AI industry and still-elevated inflation are among developments investors are facing th...
ETFs Tracking Other Mutual FundsMutual Fund to ETF Converter ToolOverview Returns Fund Flows Expenses Dividends Holdings Taxes Technicals Analysis Realtime Ratings ETFs Tracking The Morningstar Dividend Yield Focus Index – ETF List ETFs tracking the Morningstar Dividend Yield Focus Index are presented...
Vanguard High Dividend Yield ETF Type:Domestic large-cap Market value:$22.8 billion Dividend yield:3.1% Expenses:0.06% When you’re building a portfolio of any kind – whether it’s with stocks, ETFs, mutual funds or other vehicles – you need a solid foundation. Without it, you won...
The Morningstar Rating™ for funds, or “star rating”, is calculated for funds with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return ...