Mutual Funds, ETFs, and Fund Ratings - Morningstar Morningstar’s latest mutual fund research and analysis Get an inside look at the mutual fund industry and your favorite funds through the eyes of our analysts
What Are Mutual Funds? - Morningstar Mutual funds that are bought directly from fund companies or an NTF network do not have these transaction fees Redemption charge: This is a penalty if a shareholder sells mutual fund shares too
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)
The Best Bond Funds - Morningstar Domestic Taxable-Bond Funds: ETFs and mutual funds that land in the long-term, intermediate-term, short-term, and ultrashort bond categories cluster here These bond funds blend government bonds
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
15 Top-Performing Large-Blend Funds - Morningstar Large-blend mutual funds are the foundation of many portfolios Yet with well over 600 funds and exchange-traded funds to choose from in the category, it can be difficult to find winners To
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 Balanced Funds - Morningstar Balanced funds make diversification easy for investors by sticking close to a classic mix of 60% stocks and 40% bonds we expect the top-rated mutual funds on our list to outperform peers and
The Best Funds for Portfolio 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 Fund Fees are Evolving in the US | Morningstar Key Takeaways Investors saved an estimated $5 9 billion in fund expenses last year as the asset-weighted average expense ratio for all US mutual funds and exchange-traded funds ticked down to 0