Target-date funds grew so popular because of their convenience and ability to put retirement investing on “auto-pilot.” The problem is, if an investor’s needs change, their retirement ...

Morningstar's algorithmically assigned Passive ... while penalizing funds whose benchmark index could be hard to track. The fund's Process Pillar is rated as Average, given it is fairly ...

Schwab S&P 500 Index Fund (SWPPX) As research firm Morningstar notes, this is one of the cheapest S&P 500-tracking funds out there. Launched in 1997, this Schwab fund charges a scant 0.02% expense ...

Morningstar has spent more than three decades helping everyday investors like you make better decisions by democratizing investment information. Our analysts are truly independent from other ...

Morningstar gains the edge in transparency, simplicity, and effective risk measurements. Lipper is better on customization, depth, and tracking persistent performance among like-funds. Risk vs.

Morningstar groups funds into peer categories, making comparisons more consistent and fairer. For example, a U.S. equity fund tracking the S&P 500 falls within the "U.S. large blend" category and ...

Morningstar also gives it five stars ... Despite the fund's more speculative nature, it has had an impressive track record, topping many mutual fund performance charts, with its 10-year trailing ...

If you're searching for the best mutual funds from Charles Schwab Corp. (ticker: SCHW), your first instinct might be to sort them by historical returns. However, this approach isn't as intuitive as ...