The U.S. News Best Mutual Fund rankings combine expert analyst opinions and fund-level data to rank over 4,500 mutual funds. Rankings reflect a variety of popular fund rating systems which track ...

The fund aims to provide capital growth and current income through a portfolio invested predominantly in equities, with the ...

achieved the following rankings in its Multi-Cap Growth category of mutual funds through March 31, 2025: #2 out of 355 funds for Year-to-Date, #3 out of 327 funds for 3-Years, and #5 out of 297 ...

Many mutual funds underperform their benchmarks; analyzing individual holdings is crucial for forward-looking fund ratings.

Quartile ranking is a statistical tool used to evaluate and compare the performance of mutual funds within a specific category. It divides funds into four quartiles based on their performance over ...

These mutual funds and ETFs focus on US dividend stocks and had at least one share class that earned top Morningstar Medalist Ratings of Silver or Gold with 100% analyst coverage as of March 14 ...

Having seen returns for various categories of funds for March 2025, some key takeaways. WHAT WE READ FROM THE MARCH 2025 ...

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 ...