Some fund providers are converting mutual funds to ETFs to offer more tax-efficient investments. Generally, these conversions are a step in the right direction for investors. Relatively little effort ...

Your portfolio might not be as diversified as you think. The US market has been dominated by a group of mega-cap tech stocks known as the Magnificent Seven. These giants have delivered strong returns, ...

American Funds 2015 Trgt Date Ret Inc Fd has an expense ratio of 0.37 percent.

Morningstar may have some competition in the marketplace for evaluating mutual funds. Putnam Investments rolls out its new FundVisualizer today, an open-architecture tool that allows advisors to ...

Actively managed mutual funds and exchange-traded funds continued to perform poorly in 2024 relative to their index fund peers, according to a report from Morningstar’s annual U.S. Active/Passive ...

Morningstar this week published its compilation of the best index exchange-traded funds and mutual funds for investors to consider buying in 2024. The firm's analysts have given them their highest ...

The best mutual funds will capitalize on new trends expected to emerge in the new year, all while offering low costs and ...

A Morningstar study found that investors lost about 15% of their returns over 10 years. These tips might help you avoid ...

Morningstar Inc. (NASDAQ:MORN) is one of the best beaten down stocks to invest in according to analysts. On December 18, ...

"Index funds can help investors achieve long-term success through their low costs, broad diversification, low turnover and ...