The Morningstar Medalist Rating is a forward-looking system that aims to predict funds’ performance versus a relevant benchmark index or peer group. It takes the form of Gold, Silver ...

Since November 2011, Morningstar analysts have assigned the Morningstar Analyst Rating TM to funds based on their qualitative evaluation. In 2017, Morningstar expanded its manager research with ...

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 ...

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 ...

Here are seven of the best Charles Schwab mutual funds that currently hold a four- or five-star overall Morningstar rating: ...

The fund fared better than its S&P 500 Utilities Index benchmark in the fourth quarter. Favorable stock selection and ...

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

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 ...