The Morningstar Medalist Rating is a forward-looking system that aims to predict funds’ performance versus a relevant benchmark index or peer group. It takes the form of Gold, Silver ...

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 ...

as shown by the firm's average ten-year Morningstar Rating of 3.7 stars. The portfolio managers' outperformance at the funds they run, as measured by their combined three-year manager excess ...

While the stock market doesn't offer any guarantees, top-rated ETFs have a higher chance of delivering on their promises.

and the Payden High Income Fund (PYHRX) each received a five-star overall Morningstar rating as of January 31, 2025. The Floating Rate Fund’s investment objective is to seek a high level of ...

The firm's latest barometer report shows just two-fifths of stock-picking funds outperforming their index-based rivals in ...

Actively managed funds generally fell short of their passive peers last year, but fixed income was a notable exception.

We are looking for Canadian-listed ETFs that have exhibited less risk than their peers yet have outperformed them ...

Here are seven of the best Charles Schwab mutual funds that currently hold a four- or five-star overall Morningstar rating: Schwab Fundamental U.S. Large Company Index Fund (SFLNX) 0.25% Schwab U ...

Morningstar is back with the 17th edition of the Morningstar Fund Awards, a program that recognizes excellence in the Indian fund industry. The annual Morningstar India Fund Awards are designed to ...

There are two types of Morningstar awards which are announced in India: the Morningstar Category Awards and the Morningstar Asset Manager Awards. Let us now understand the fund award methodology and ...