Review Vanguard's Funds and ETFs, check out Morningstar's ratings for each fund or ETF and quickly see which are the highest or lowest rated funds currently.
The article focuses on new Morningstar Analyst Rating on 1,500 mutual funds including several from Vanguard. Analyst Ratings are based on Morningstar researchers' qualitative assessment of funds' fowardlooking prospects. Each pillar is graded to arrive at overall rating designated by gold, silver, ...
Morningstar’s AnalysisVTTVX Medalist rating as ofMar 4, 2024. A fine choice. Our research team assigns Silver ratings to strategies that they have a high conviction will outperform the relevant index, or most peers, over a market cycle on a risk-adjusted basis. ...
although we don’t own shares of either. I would recommend my own family to buy the Vanguard Target Retirement family of funds. If you own one of the lesser-known TDF families, I would download the Morningstar paper and see how it compares. You may be surprised by the inner workings...
Find Funds and ETFs Use our fund screener to discover other asset types. Find Similar FundsGo to the Funds ScreenerSummary Charts Performance Assets & holdings Risk Ratings Historical pricesTrailing total returns Daily Annual -75%-50%-25%0%25%50%75%100% 5 years3 years1 year6 months3 month...
Asset type Sector Region Asset type Created with Highstock 5.0.90%25%50%75% Non-US stock73.56% US stock21.48% Cash4.50% US bond0.00% Non-US bond0.00% Other0.46% Top 5 sectors Created with Highstock 5.0.9 Equity Fixed income Basic Materials29.58% ...
Additional data on this page provided by Morningstar®. Disclaimer. Fund prices are provided or calculated using data from third-party sources. Vanguard is not responsible for the accuracy or timeliness of third-party data. NTF, TF, and load funds are subject to the greater of the Fund...
Vanguard’s mutual funds and ETFs aren’t just low cost; they’re significantly less expensive than the industry average. Vanguard’s average expense ratio is 0.09%. According to an August 2023 report from investment research firm Morningstar, the average expense ratio a...
the chance that poor security selection will cause the fund to underperform relevant benchmarks or other funds with a similar investment objective. country/regional risk : the chance that world events—such as political upheaval, financial troubles, or natural disasters—will adversely affect the ...
Morningstar Manager Research Sustainability Summary This fund has the second-lowest Morningstar Sustainability Rating of 2 globes, indicating it holds securities with relatively high ESG risk compared to that of its peers in the Global Equity Large Cap category. Funds with 4 or 5 globes tend to ...