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 ...

Morningstar and Lipper are two of the most prominent names in the mutual fund world. These companies evaluate funds, highlight critical data, and award a simple, easy-to-compare rating to each of ...

US fund fees declined at a slower pace in 2023. Mutual fund investors have been saving billions of dollars in fund expenses thanks to the continued decrease in fund fees. Between 2004 and 2023 ...

Morningstar and Lipper are two of the most prominent names in the mutual fund world. These companies evaluate funds, highlight critical data, and award a simple, easy-to-compare rating to each of ...

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: ...