Morningstar’s Sustainability Rating helps users to better gauge the risk a fund could face from environmental, social, and governance factors. This rating evaluates the overall ESG risk in a ...

A comparison between the Morningstar and Lipper mutual fund rating systems and why it’s important for investors to understand ...

Use one of our pre-filtered investment lists to find your next best investment. Or find and compare securities using comprehensive performance and valuation metrics alongside our trusted investment ...

Indeed, while the entire mutual fund universe — which amounts to more than 22,000 total funds and individual share classes — had an average total return for 2024 around 10%, a ...

Here are seven of the best Charles Schwab mutual funds that currently hold a four- or five-star overall Morningstar rating: Low commission rates start at $0 for U.S. listed stocks & ETFs*.

Most of the mutual funds in the top 5% of the latest Wall Street Journal Winners’ Circle list hail from the same neighborhood: Morningstar’s large-cap growth category. It’s a familiar place.

Originally, the firm reviewed only mutual funds, but it added stocks to the review roster a few years ago. Today, Morningstar's rating system is known throughout the investment community. I look at ...

I’m not talking about Morningstar’s famous star ratings, which rank funds from ... product of the efforts of Morningstar’s 100-plus fund analysts. The numbers show that the analysts are ...

While real estate mutual funds don’t lead in price appreciation or income generation among Morningstar fund categories, they provide an excellent balance of both over time. Currently ...

The U.S. News Best Mutual Fund Score is determined by the equal weightings of ratings from five data sources: Morningstar, Lipper, Zacks, TheStreet.com, and Standard & Poor's. To learn more about ...