Fund prices, fact sheets, investment research, advice and portfolio tools for OEICs, unit trusts, ISAs, PEPs, ETFs, offshore, and life and pension funds
The 9 Top ETFs to Buy as Value Stocks Take the Lead As value stocks return to favor, these highly rated exchange-traded funds stand to benefit. Susan Dziubinski Ask Your Advisor These Questions Before Investing in Active Equity ETFs Jason Kephart and Susan Dziubinski The Best ETFs an...
Fund prices, fact sheets, investment research, advice and portfolio tools for OEICs, unit trusts, ISAs, PEPs, ETFs, offshore, and life and pension funds
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. ...
7 Best Funds to Hold in a Roth IRA Some of the best funds aren't very tax efficient, but owning them in a Roth IRA solves that problem. Tony DongMay 7, 2025 7 Best Actively Managed ETFs to Buy Now In today's unpredictable markets, these seven ETFs provide investors with active, prof...
The Morningstar Sustainability Rating is a consistent and objective way for investors to evaluatemutual fundsand exchange-traded funds (ETFs) based on their environmental, social, and corporate governance (ESG) impact. Source Implemented in 2016, the Morningstar Sustainability Rating is a rating ...
assigned to the lowest performers and five reserved for the best performing funds. Ratings are applied according to how well the fund performed against others in its category. Funds are grouped according to the types of investments they hold and must have a three-year performance to be rated.8...
Overall Morningstar Rating for iShares Morningstar Small-Cap Growth ETF, as of Apr 30, 2025 rated against 529 Small Growth Funds based on risk adjusted total return. Morningstar Medalist Rating Morningstar has awarded the Fund a Bronze medal. (Effective Mar 31, 2025) ...
Overall Morningstar Rating for iShares Morningstar Mid-Cap Growth ETF, as of Apr 30, 2025 rated against 479 Mid-Cap Growth Funds based on risk adjusted total return. Morningstar Medalist Rating Morningstar has awarded the Fund a Silver medal. (Effective Mar 31, 2025) ...
The Morningstar risk rating is a ranking given by research firm Morningstar to publicly traded mutual funds and exchange traded funds (ETFs). A score of 5 is given to the best risk performers, with a 1 to the worst. Morningstar ratings are based on the fund's historical performance compar...