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The Morningstar Rating for Funds, or the Star Rating, debuted in 1985, a year after Morningstar was founded. The 1- to 5-star system, "looks at a fund's risk-adjusted return based on its performance over three, five and 10 years and on its volatility. The highest rating of five stars is bestowed on the 10 percent of funds that perform the best ...
Performance. Ironically, index funds usually perform better than actively managed mutual funds. Few actively managed funds beat the market in any given year, and even fewer outperform their ...
Morningstar, Inc. is an American financial services firm headquartered in Chicago, Illinois, and was founded by Joe Mansueto in 1984. It provides an array of investment research and investment management services. With operations in 29 countries, Morningstar's research and recommendations are considered by financial journalists as influential ...
There are two reports that regularly evaluate the performance of actively managed funds. The first is the SPIVA report (Standard & Poors Index Versus Active), which compares actively managed funds to an index. The second is the Morningstar Active-Passive Barometer, which compares actively managed funds to passively managed funds.
The mutual fund industry measures performance against benchmark indexes, giving rise to a third problem. Managers often play not to lose instead of beating benchmarks by employing conservative ...
Below are some of the top dividend mutual funds with attractive long-term returns, growing payouts, reasonable expenses and no sales load. (Data from Morningstar as of Dec. 8, 2023.)
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