Consider the nearly 3,900 actively managed U.S. equity mutual funds and exchange-traded funds tracked by investment researcher Morningstar. In calendar 2024, just 13.2% of these investments beat the S ...

Sign up here to get MarketWatch’s highlights of the most timely ETF news emailed to you weekly. Small-cap ETFs have been on a ...

In view of the expensive valuations as well as the risk of earnings downgrade, Zee Business Managing Editor Anil Singhvi ...

Friedberg is a former investment portfolio manager ... not affect our editors' opinions or evaluations. A first-rate mutual fund portfolio is diversified. It holds funds focusing on U.S. stocks ...

Mutual funds are investment vehicles that allow many individual investors to pool their cash into a professionally managed portfolio curated and maintained by a fund manager. Each investor ...

It’s no surprise that Vanguard mutual funds are mainstays of retirement savings, not to mention taxable investment accounts. The company offers a wide array of investment choices, including ...

Consult the investment’s Analyst Report for more details. These mutual funds and ETFs all land in one of the broad bond categories, earn the top Morningstar Medalist Rating of Gold, and have an ...

Mutual funds are investment vehicles that pool money from multiple investors to purchase a diversified portfolio of securities such as stocks, bonds, or other financial instruments. Mutual funds ...

Mutual fund companies care about their Morningstar and Lipper ratings because they know so many investors and financial advisors rely on them to make investment decisions. Morningstar’s most ...

One common question is how ETFs differ from mutual funds since the basic principle is the same. The key difference between these two types of investment vehicles is how you buy and sell them.

which features in-depth interviews with thought leaders in investing and personal finance. Benz joined Morningstar in 1993. Before assuming her current role she served as a mutual fund analyst and ...

Government money market mutual funds include funds that only invest in the following assets: Government money market funds attract conservative investors who gravitate to stable, highly liquid ...