Mutual Funds, ETFs, and Fund Ratings | Morningstar
Nov 22, 2024 · Morningstar’s latest mutual fund research and analysis. Get an inside look at the mutual fund industry and your favorite funds through the eyes of our analysts.
US Markets, Company Earnings, Stock Market Trends, Market …
Follow the market movements with our real-time trackers that show major indexes, global markets, sectors and more.
The Best Dividend Funds | Morningstar
Sep 4, 2024 · The second group of names on our list of the best dividend ETFs and mutual funds focuses on dividend-growth stocks. Dividend-growth stocks don’t usually boast robust yields like high-dividend ...
The Best Index Funds | Morningstar
Oct 17, 2024 · Best Index Funds to Buy in 2024. A good place to start your search for top index exchange-traded funds and mutual funds is with the Morningstar Medalist Rating.Funds that earn our highest rating ...
The Best Bond Funds | Morningstar
Jun 4, 2024 · The US bond market is having a tough 2024 so far: The Morningstar US Core Bond Index is down 1.5% for the year to date through May. Stubborn inflation and a stronger-than-expected economy have ...
Fidelity Funds List | Morningstar
Review our list of all Fidelity Funds that are available to invest in. Sort by star rating, minimum initial investment, share class, and more. See the full list!
What Is an ETF? Morningstar’s ETF Guide
Nov 1, 2022 · What Is an ETF? ETFs, or exchange-traded funds, are funds that trade on exchanges. Like traditional mutual funds, ETFs invest in a basket of stocks, bonds, or some combination of the two.
The Best Growth Funds | Morningstar
Jun 21, 2024 · Over the past 12 months, the Morningstar US Growth Index boasted a return of 21.49% versus 14.56% for the Morningstar US Value Index.Given the sizable performance gap between the two styles, many ...
The Best Balanced Funds | Morningstar
Jun 12, 2024 · The 60/40 portfolio is back at all-time highs after a tumultuous stretch that started in 2022. The Morningstar US Moderate Target Allocation Index, which resembles a typical diversified balanced ...
Tailoring Your Portfolio When One Size Doesn’t Fit All - Morningstar
Oct 28, 2024 · If you have upcoming events on the horizon such as a home purchase, college tuition, a wedding, or a big vacation, make sure you have enough of your portfolio in moderate-risk assets (such as high ...