Ten of our mutual funds and ETFs were recognized with 2023 Fundata FundGrade A+ Awards, for consistent and outstanding risk-adjusted performance. Another testament to our investment professionals for their ongoing commitment to providing advisors and investors with innovative solutions that deliver strong...
Fixed-Income Funds to Buy for 2025 Here's what the experts have to say when it comes to investing in bond funds for 2025. Tony DongDec. 2, 2024 Top Fidelity Funds for Retirement Here's a look at the top-performing Fidelity mutual funds of the past decade. ...
The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds. closed-end funds, and separate accounts} with at least a three-year history. Exchange-traded funds and open-en...
8 Top-Performing High Yield Bond Funds Bella Albrecht More Sections Markets Portfolio Construction Economy Sustainable Investing Personal Finance Retirement For Advisors Alternative Investments Get the best of Morningstar straight to your inbox Start your day with the latest market news curated by Morning...
Read more January 31, 2025 How much of the asset value linked to Morningstar Indexes is attributable to ETFs, mutual funds, or other products? Do you have a list of all the products which are linked to Morningstar Indexes? Read more View More Latest...
Banking Does Morningstar shine in the universe of mutual funds? A study on Morningstar mutual fund ratings SINGAPORE MANAGEMENT UNIVERSITY (SINGAPORE) Jeremy GohAurobindo Ghosh NgWee SengUsing data from Morningstar Principia CDs and employing standard methodologies, we examine the extent to which two...
Second Edition "Picking actively managed mutual funds is no mean challenge. And as the recent era underscores, past performance is of little help. The Morningstar? Guide to Mutual Funds helps cut through the fog with a solid volume of constructive information. The central message--'truly diversi...
ARK Innovation ETF and Adaptiv Select ETF were among the best-performing ETFs in January 2025. Bella Albrecht Vanguard Cuts Fees on Nearly 90 Funds and ETFs Daniel Sotiroff International Stock ETFs Outperform in January, but US Flows Still Pave the Way ...
10 Best Dividend Aristocrats to Buy Now Susan Dziubinski Jan 29, 2025 The Best Industrials Stocks to Buy Jack Armanini and Tori Brovet Feb 6, 2025 10 Top-Performing Dividend Stocks of January 2025 Bella Albrecht Feb 4, 2025 Bonds View All 5 Top-Performing Core Bond Funds Bella Albrecht...
Morningstar ranksmutual funds on a scale of one to five stars. These rankings are based on how the fund has performed – with adjustments for risks and costs – compared to funds in the same category. Each fund receives separate ratings for three-, five- and 10-year periods, which it co...