Jan 22, 2025 · 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.

Jun 24, 2022 · 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 …

Feb 6, 2024 · 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).

Jan 9, 2025 · Mutual funds and ETFs in both categories invest largely in investment-grade US fixed-income issues, including government, corporate, and securitized debt; they usually …

Jan 13, 2025 · 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 % …

Jan 8, 2025 · 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: …

Jan 6, 2025 · 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 …

Jan 15, 2025 · 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.

Jan 3, 2025 · 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 …

Jun 12, 2024 · Are All Balanced Funds the Same? Despite the common 60% stock and 40% bond starting point, balanced funds come in all shapes and sizes. Some stay close to the classic …