Morningstar 5-star rated top performing funds | Mackenzie Investments

A list of Morningstar 5-star rated funds and ETFs offered by Mackenzie Investments

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.

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First Trust Morningstar Dividend Leaders Index Fund (FDL) Holdings - Yahoo Finan

View Top Holdings and Key Holding Information for First Trust Morningstar Dividend Leaders Index Fund (FDL).

5 Top-Performing Core Bond Funds | Morningstar

Securities In This Article ; Neuberger Berman Core Bond R6 (NRCRX) · Fidelity Intermediate Bond (FTHRX) · Baird Aggregate Bond Inst (BAGIX) · JPMorgan Mortgage-Backed Securities R6 (JMBUX) · Fidelity Advisor Investment Gr Bd Z (FIKQX)

How to Read a Morningstar Fund Analyst Report

the top 10% of funds and ETFs receiving 5 stars and the bottom 10% receiving 1 star. to produce an overall rating. Funds and ETFs with less than three years of history are not rated. It can...

Mutual Fund & ETF Research to Maximize Results | Morningstar Investor

That conviction is expressed through a five-tier system—Gold, Silver, Bronze, Neutral, and Negative—with the top-three medals indicating a higher likelihood of positive performance over...

ETFs | Morningstar

Worst-Performing Stock ETFs of the Month ; ETF Flows Continue Record Pace in August ; How the Largest US ETFs Performed in August ; Top-Performing Stock ETFs for the Month

5 Top-Performing Mid-Cap Blend Funds | Morningstar

It’s been a tough time for mid-cap blend stock funds, but the top performers are staying competitive with the broader market. ; On average, mid-cap blend funds are up 2.8% in 2023, while the overall stock market as measured by the Morningstar US Market Index is returning 12.2% as of Sept. 26, 2023. ; Among the top performers are Vanguard, T. Rowe Price, and FMI. A tilt towards smaller-cap companies is a common characteristic among these funds. ; During the 2022 bear market, mid-cap blend stock funds delivered for investors, losing only 14.1% compared to the 19.4% loss of the overall stock market. The gains posted in 2023 by large-company stocks helped even out returns for the trailing 12-month period ending Sept. 26, 2023. During this period, mid-cap blend funds gained 12.7% on average, while the overall stock market gained 18.5%.

ESG Fund Downgrade Accelerates | Morningstar

More fund houses are switching their Article 9 funds to less stringent Article 8 categories, according to Morningstar data