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 ...

It was a banner year for equity mutual funds as most outperformed, as the overall market climbed to record highs.

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 ...

The asset manager charging the lowest fees on ETF and mutual fund trades has reaped the most revenue and gained the most ...

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 ...

We recently compiled a list of the 10 Fastest Growing Mutual Funds in 2025. In this article, we are going to take a look at ...

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 ...