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...
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...
In a world that prizes five-star restaurants, four-star movies and the Good Housekeeping Seal of Approval, what's wrong with a rating system for mutual funds? Plenty, believes A. Michael Lipper, head of Lipper Analytical Services Inc., who has been tracking mutual-fund performance for 21 ...
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...
Deteriorating fundamentals led to lower ratings for these mutual funds. Russel Kinnel How the Largest Bond Funds Did in 2024 Gabe Alpert Smart Investor: Top-Performing Dividend Stocks, Will the Fed Raise Rates, Where to Find High Bond Yields ...
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 4 New Rules for Investors in 2024 How Can I Get Better With Money in 2024?
Oil and gas are making a comeback — and these mutual funds are jumping on the trend, says Morningstar More In Macro Insights for Investing A Santa Claus rally could come just in time next week to help stocks end the year on a high note...
John Rekenthaler has been tracking mutual funds at Morningstar since 1988. He correctly predicted early on that index funds would surpass actively managed funds. Now he sees a similar trend for ETFs as they attract record amounts of cash and mutual funds suffer outflows. ...
It’s terrible for looking up mutual funds, if you don’t know the name of the fund, and useless for researching topics. It might even be a good idea to have an index of articles by general topic and author. Morningstar has many excellent articles, especially by Arnott, Rekenthaler ...