At the end of what was arguably one of the best years for the stock market in more than a decade, investors in any of the 20 ...

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 ...

Or find and compare securities using comprehensive performance and valuation metrics alongside our trusted investment ratings. Morningstar has spent more than three decades helping everyday investors ...

This share class is within the middle quintile of its Morningstar Category. Its average fee, in conjunction with the fund’s People, Process, and Parent Pillars, indicates that this share class ...

Did your mutual fund beat the market last year? The answer isn’t clear, since it depends on how you define “the market.” Consider the nearly 3,900 actively managed U.S. equity mutual funds and ...

The Magnificent Seven tech stocks and big AI players drove double-digit gains at many large-cap mutual funds. The top fund ...

In the most recent month, however, the fund's Volatility exposure was in line with the Morningstar Category average. This strategy also has tilted toward low-quality stocks, companies with higher ...

Sustainable investing-focused mutual funds and exchange-traded funds suffered a severe beating in 2024, producing record ...

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 ...

After a two-year drought, US bond funds saw the most new investment last year, with inflows led by big names like Pimco and Dodge & Cox ...