Lipper Rating vs. Morningstar: An Overview Most investors are not experts in mutual fund analysis. They are just looking for a relatively safe place to save their money and hope to earn a decent ...

Mutual funds continue to be among the most popular investing tools for both individual and professional investors who seek to ...

Morningstar’s mutual fund quote pages feature key performance and operations information on individual mutual funds, including portfolio allocations, risk metrics, management insights, and more ...

The Journal found that five-star funds tend, over the 10 years after getting that rating, to get an average rating of three stars. Four-star funds end up with an average rating of 2.8 stars.

Source: Shutterstock Vanguard 500 Index Fund (MUTF: VFIAX) is a fund that provides exposure to the 500 largest companies trading on the U.S. stock market. Its inception date was Nov. 13, 2000.

The new ratings, which will designate recommended funds with gold, silver or bronze awards, don't replace the 28-year-old star ratings; they're designed to coexist side-by-side.

Summary Our style ratings are based on the normalized aggregation of our fund ratings for every ETF and mutual fund in each style. The primary driver behind an attractive fund rating is good ...

Mutual-Fund Ratings Are Often Based on a Decade’s Results. That’s Too Short. The most recent decade hasn’t had a bear market for large-cap funds By John Coumarianos Sept. 22, 2019 10:00 pm ET ...

This fund won’t change your life, but it can anchor your portfolio by delivering returns throughout the economic cycle. The Street recently named HULIX as one of its top mutual fund picks, which ...