Fund prices, fact sheets, investment research, advice and portfolio tools for OEICs, unit trusts, ISAs, PEPs, ETFs, offshore, and life and pension funds
5-Star Stocks Gold Medalist Funds These funds receive our highest ratings: Gold, Silver, or Bronze. Sustainable Funds Morningstar's highest rated sustainable funds. Morningstar Indexes Morningstar Indexes are designed to help guide investors
Fund prices, fact sheets, investment research, advice and portfolio tools for OEICs, unit trusts, ISAs, PEPs, ETFs, offshore, and life and pension funds
Hennessy Funds offers high-conviction investment strategies that can play a role in nearly every investor’s portfolio.
Overall Morningstar Rating for iShares Morningstar Growth ETF, as of Apr 30, 2025 rated against 1027 Large Growth Funds based on risk adjusted total return. Morningstar Medalist Rating Morningstar has awarded the Fund a Gold medal, its highest level of conviction. (Effective Mar 31, 2025) ...
2 stars = next 22.5% and 1 star = next 10%. A fund must be in existence three years to be rated. Ratings are subject to change monthly. As of 9/30/2013, the fund received a 5 star rating for the 3 year period out of 382 Diversified Emerging Market Funds. Ratings reflect fee wai...
Funds with less than three years of performance history are not rated. Morningstar Risk This statistic evaluates the variations in a fund's monthly returns, with an emphasis on downside variations. In each Morningstar Category, the 10% of funds with the lowest measured risk are described as ...
7 Best Funds to Hold in a Roth IRA Roth IRAs are a great place for funds that have low tax efficiency. Tony DongMarch 11, 2025 7 Top-Rated ETFs to Buy and Hold Diversified, top-rated ETFs provide a smoother ride when markets take a volatile turn. ...
Fidelity Funds is one of the biggest fund families in the world, with more than $4.3 trillion in total customer assets under management. Fidelity had 40 million investors in 2022 invested in more than 500 funds, several of them rated 5 stars by fund tracker Morningstar. Among the highlights ...
Morningstar rates mutual funds on a bell curve using a star (1–5) rating system.1 Both Lipper and Morningstar assign funds to various categories. Morningstar The first Morningstar Rating was introduced in 1985.3It focused on a few broad categories and was more of a data accumulation resourc...