There are numerous ways in which an investor selects a mutual fund scheme, however; one parameter that is always considered is, returns. It plays a pivotal role in selecting a fund. Therefore, it is ...

Mutual funds can offer a streamlined way to build an investment portfolio. Rather than purchasing individual stocks or bonds, you can buy mutual fund shares to gain exposure to multiple investments in ...

How well have large-blend mutual funds performed during the past 10 years? That question is not as easy to answer as it might seem. At face value, the average trailing 10-year return for all mutual ...

We recently conducted a study analyzing the performance of our fund rating systems. Those ratings systems include the Morningstar Rating for Funds (that is, the “star rating”), the Morningstar Analyst ...

Many analysts point to an ETF's track record when deciding whether to assign a buy rating. Relative performance compared to other ETFs in the same category often dominate the analysis. Common ...