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...
Fund prices, fact sheets, investment research, advice and portfolio tools for OEICs, unit trusts, ISAs, PEPs, ETFs, offshore, and life and pension funds
Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.
Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.
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. ...
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...
Define Morningstar. Morningstar synonyms, Morningstar pronunciation, Morningstar translation, English dictionary definition of Morningstar. n. A planet, especially Venus, visible in the east just before or at sunrise. American Heritage® Dictionary of
This common toolclassifies mutual funds into one of nine different categories, with separate sets of categories for equity and fixed-income funds.2 For example, a stock fund could be classified as a large-cap growth fund or a small-cap value fund, depending on itscapitalizationand investment...
Morningstar Guide to Mutual Funds: 5-Star Strategies for SuccessIncludes bibliographical references and indexChristine BenzChristine Benz,Peter Di Teresa,Russel Kinnel.Morningstar Guide to Mutual Funds. . 2003
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...