MUTUAL FUNDS Web Results

Mutual Funds, ETFs, and Fund Ratings | Morningstar 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.

What Are Mutual Funds? - Morningstar 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 instruments, and other assets.

ETFs vs. Mutual Funds: The Benefits That Really Matter 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 accessible.

The Best Funds for Portfolio Rebalancing in 2025 - Morningstar These are the best mutual funds and ETFs with the highest Morningstar ratings that investors can use for portfolio rebalancing and restoring the right asset allocation for their long-term strategy.

The Best Bond Funds - Morningstar These ETFs and mutual funds all land in one of the bond Morningstar Categories and have at least one share class that earns our top Medalist Rating of Gold with 100% analyst coverage as of Sept. 8 ...

The Best Target-Date Funds: Morningstar’s Top-Rated Strategies for Your ... 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 investors.

The Best Index Funds - Morningstar Looking for low-cost index funds to invest in? These mutual funds and ETFs earn Morningstar’s top rating.

The Best Balanced Funds for Income - Morningstar These funds offer higher income and lower volatility without compromising total returns.

The Best Growth Funds - Morningstar 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 Small Growth—that you prefer.

The Top High-Dividend ETFs for Passive Income in 2025 Consider reviewing dividend ETFs and dividend mutual funds from our list of The Best Dividend Funds. Morningstar Investor members can use our Screener tool to build a customized list of dividend ETFs.