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...
The Best Funds for Rebalancing in 2025 Susan DziubinskiDec 4, 2024 Funds View All The Best Small-Cap Funds These mutual funds and ETFs focus on small-company stocks and earn Morningstar Medalist Ratings of Gold moving into 2025. Tori Brovet ...
The Importance of Time, and Other Lessons I’ve Learned at Morningstar Spot Bitcoin ETFs Are Here. Should You Invest? Top Allocation Funds for Global, U.S., and Asia Exposure What Caused 2023's 'Everything' Rally? How to Invest Dividends, According to Morningstar's AI Bot ...
Christine Benz (Chicago, IL) is Director of Mutual Fund Analysis at Morningstar, where she manages a staff of 35 mutual fund analysts. Previously, she was the editor of "Morningstar [registered] FundInvestor", a monthly newsletter, as well as "Morningstar Funds 500", an annual publication....
For decades,Morningstarhas been regarded as the premier source of information on mutual funds in the financial industry. The first mutual fund sourcebook was published in 1984, and this resource has come to be used worldwide by millions of investors and thousands of financial advisors.1 Morni...
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...
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The Best Dividend Funds These dividend ETFs and mutual funds earn high ratings from Morningstar for 2025. Tori Brovet and Susan Dziubinski How to Diversify Your Portfolio to Handle a Market Correction Russel Kinnel and Ivanna Hampton The Best Stock Funds for the Core of an Investment Por...
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...
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 Women’s Empowerment Index – ETF List ETFs tracking the Morningstar Women’s Empowerment Index are presented...