The basic job of a mutual fund is to take investors’ dollars and turn them into more dollars. The funds that have proved most ...

Roughly 95% of them carry a wide or narrow Morningstar Economic Moat Rating ... are distinct from but rhyme with some of the legacy American Funds mutual funds. The firm also launched active ...

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 ...

The firm also launched active-passive models with industry peers that leverage its mutual fund lineup ... in every target-date Morningstar Category, with many of the funds in the series posting ...

First, although actively managed exchange-traded funds and mutual funds generally fell ... and beat their average passive ...

Many mutual funds underperform their benchmarks; analyzing individual holdings is crucial for forward-looking fund ratings.

Earlier this year, Morningstar collated the data on which US investment funds have created the most wealth for investors over ...

The following list of the best mutual funds to buy now may prove to skeptics ... earned five out of five stars and a gold badge from Morningstar analysts, indicating they have the highest ...

As of March 3, 2025, the Morningstar Value Index had gained 5.54% year to date, while the Morningstar Growth Index had ...