* Internet Search Results *
Mutual Funds, ETFs, and Fund Ratings | Morningstar
These mutual funds and ETFs invest in value stocks and earn top ratings from Morningstar in 2025. Tori Brovet Jan 7, 2025. Top-Performing Stock ETFs of 2024.
ETFs vs. Mutual Funds: The Benefits That Really Matter
For example, Schwab S&P 500 Index SWPPX is a mutual fund that had no capital gains in 2023 and minimal gains over the past five years (0.07% in 2021 and 0.09% in 2019).
3 Great Funds for 2025 and Beyond - Morningstar
He was co-author of the company's first book, Morningstar Guide to Mutual Funds: 5-Star Strategies for Success (Wiley, 2003), and was author of the book Fund Spy: Morningstar's Inside Secrets to ...
The Best Index Funds - Morningstar
These mutual funds and ETFs all land in one of the broad international stock categories, earn the top Morningstar Medalist Rating of Gold, and have an analyst-assigned % equaling at least 80% as ...
The Best Funds for Rebalancing in 2025 - Morningstar
Mutual funds and ETFs in both categories invest largely in investment-grade US fixed-income issues, including government, corporate, and securitized debt; they usually maintain durations that ...
How the Largest Bond Funds Did in 2024 | Morningstar
For the most widely held bond funds in 2024, taking on riskier bonds was a winning strategy. Meanwhile, funds focused on longer-term, interest-rate-sensitive securities got hammered.
The Best Growth Funds - Morningstar
Best Growth Mutual Funds and ETFs. These ETFs and mutual funds focus on growth stocks and have at least one Gold-rated share class in January 2025.
The Best Dividend Funds - Morningstar
These mutual funds and ETFs focus on US dividend stocks and had at least one share class that earned top Morningstar Medalist Ratings of Silver or Gold with 100% analyst coverage as of Dec. 5, 2024.
2024 in Review and 2025 Market Outlook | Morningstar
Q4 and 2024 Mutual Fund Performance and Top Picks. For mutual fund investors, 2024 brought déjà vu for stocks and a bit of a disappointment for bond funds. Funds with heavier tilts toward mega ...
6 Top-Performing Large-Growth Funds - Morningstar
The fund, launched in December 2009, has climbed 13.28% over the past three years and 18.70% over the past five. ... Active ETFs vs Mutual Funds: What to Know Before Picking a New Fund ...
|