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 ...
Consider the nearly 3,900 actively managed U.S. equity mutual funds and exchange-traded funds tracked by investment researcher Morningstar. In calendar 2024, just 13.2% of these investments beat ...
Disclaimer: Group Equity, Group Fixed Income and Group Allocation are heterogenous categories and hence the funds within them may or may not be comparable ...