Dec 26, 2025 · Morningstar’s latest mutual fund research and analysis. Get an inside look at the mutual fund industry and your favorite funds through the eyes of our analysts.

Jun 24, 2022 · Mutual funds are financial vehicles made up of a pool of money collected from many investors to invest in a variety of securities, including stocks, bonds, money market …

Feb 6, 2024 · In many ways, exchange-traded funds are an evolution of mutual funds. ETFs are like mutual funds that trade throughout the day but are more tax-efficient, transparent, and …

Jun 18, 2025 · The table below summarizes the Morningstar Medalist Ratings for target-date strategies across mutual funds and ETFs, which are generally broadly available to US-based …

May 15, 2025 · Over the past 12 months, large-growth funds have returned 16.77%. On an annualized rate, these funds have returned 18.15% over the past three years and 15.91% …

May 30, 2025 · Going active in fixed income using Morningstar Investor tools, plus 10 funds to consider.

Dec 11, 2025 · Using the Morningstar Investor Screener tool, select Investment Type (either ETF or Mutual Fund) and choose the Morningstar Category—Large Growth, Mid-Cap Growth, or …

Nov 5, 2025 · Looking for low-cost index funds to invest in? These mutual funds and ETFs earn Morningstar’s top rating.

Dec 12, 2025 · Looking for good bond funds to invest in for 2026? These bond ETFs and mutual funds earn Morningstar’s top rating.

May 23, 2025 · In recent years, index mutual funds and ETFs have experienced significant fee pressure. Most notably, providers of broad market index funds have been engaged in what …