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 ...

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—Gold—are those that we think ...

If you're searching for the best mutual funds from Charles Schwab Corp. (ticker: SCHW), your first instinct might be to sort them by historical returns. However, this approach isn't as intuitive as it ...

US equities delivered positive gains in the fourth quarter and finished the 12-month period up 25% for the second year in a ...

The overall US taxable fixed income market declined over the fourth quarter. Muni fundamentals have remained resilient, ...

Consider the nearly 3,900 actively managed U.S. equity mutual funds and exchange-traded funds tracked by investment ...

The Vanguard Group differs greatly from most other asset managers and mutual fund companies. Vanguard is organized as a mutual company, meaning the firm is ultimately owned by the shareholders ...

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 ...