The 20 mutual funds with the best returns of 2024 — and how they’re doing thus far this year
At the end of what was arguably one of the best years for the stock market in more than a decade, investors in any of the 20 ...
Lipper Rating vs. Morningstar: What’s the Difference?
A comparison between the Morningstar and Lipper mutual fund rating systems and why it’s important for investors to understand ...
Most mutual funds don’t beat the market — but what’s ‘the market’ anyway?
Did your mutual fund beat the market last year? The answer isn’t clear, since it depends on how you define “the market.” Consider the nearly 3,900 actively managed U.S. equity mutual funds and ...
The Top Stock Funds of 2024
The Magnificent Seven tech stocks and big AI players drove double-digit gains at many large-cap mutual funds. The top fund returned 51.8%.
Morningstar6mon
American Funds Washington Mutual A
Roughly 95% of the companies carry a wide or narrow Morningstar Economic Moat Rating ... from but rhyme with some of the legacy American Funds mutual funds. The firm also launched active-passive ...
Pensions&Investments9d
ESG fund outflows, closings set records in 2024, Morningstar says
Sustainable investing-focused mutual funds and exchange-traded funds suffered a severe beating in 2024, producing record ...
InvestmentNews3d
Bond heavyweights lead the way in active fixed income comeback
After a two-year drought, US bond funds saw the most new investment last year, with inflows led by big names like Pimco and Dodge & Cox ...
Morningstar6mon
American Funds Washington Mutual R4
Roughly 95% of the companies carry a wide or narrow Morningstar Economic Moat Rating ... from but rhyme with some of the legacy American Funds mutual funds. The firm also launched active-passive ...