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.
Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.
Vanguard leads the way with the highest total assets, lowest expense ratio, and the only Gold Morningstar Analyst Rating.You can feel the effect of Vanguard in that the average asset-weighted expense ratio has decreased industry-wide every single year since 2009. You can bet that this wouldn’...
Overall Rating SPY SPDR S&P 500 ETF Trust Equity $619,519,000 25.5% 47,756,552.0 $591.04 2.49% A VOO Vanguard S&P 500 ETF Equity $562,998,000 25.6% 5,463,453.0 $543.30 2.49% IVV iShares Core S&P 500 ETF Equity $561,727,000 26.6% 4,956,958.0 $598.51 0.78% A VTI Vanguard Tot...
T. Rowe Price has a solid muni team, but we’ve seen a steady trickle of departures. Because a High People rating is a high bar, we lowered the People ratings to Above Average and left Process at Above Average, leading to both funds being downgraded to Neutral from Silver. But there ...
But if category ratings make a case for buying a fund that beats its peers, they may also spur sell-offs. Consider three large-value funds: Vanguard Windsor, Windsor II and Oppenheimer Quest Value A. All earn four stars and offer above-average historical returns with average-or-below levels...
Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.