Fewer exchange-traded funds generate capital gains distributions for investors each year relative to mutual funds.

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 ...

Roughly 95% of them carry a wide or narrow Morningstar Economic Moat Rating ... are distinct from but rhyme with some of the legacy American Funds mutual funds. The firm also launched active ...

Old Mutual Balanced earns a Below Average ... Across its open-end and exchange-traded funds, the firm's average five-year Morningstar Rating is 2.7 stars. The firm charges fees on its open-end ...

For a more sector-specific, top-rated mutual fund, there is PRMTX. It gets top marks from Morningstar and ranks high on U.S. News & World Report's best communications mutual funds list.

ETFs clocked over $1.1 trillion of net inflows in 2024, smashing the previous record of $900 billion set in 2021, according ...

After a stellar 2023, the mutual fund industry sustained its growth momentum in 2024 with an impressive Rs 17 lakh crore ...

Here are seven of the best Charles Schwab mutual funds that currently hold a four- or five-star overall Morningstar rating: Low commission rates start at $0 for U.S. listed stocks & ETFs*.

Disclaimer: Group Equity, Group Fixed Income and Group Allocation are heterogenous categories and hence the funds within them may or may not be comparable ...

In 2023, $510 million in assets left mutual funds, according to Morningstar. Through October 2024, an additional $300 million in assets exited mutual funds; through the same time period ...