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  2. Lipper - Wikipedia

    en.wikipedia.org/wiki/Lipper

    Fund ratings and indices. Lipper Leaders Rating System. The Lipper Leaders Rating System is a mutual fund rating system that uses investor-centered criteria, such as capital preservation, expense and consistent return. Funds are rated on a numeric scale of 5 to 1, with ‘5’ representing funds with the highest rating or Lipper Leaders, and ...

  3. Morningstar Rating for Funds - Wikipedia

    en.wikipedia.org/wiki/Morningstar_Rating_for_Funds

    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 ...

  4. Mutual fund - Wikipedia

    en.wikipedia.org/wiki/Mutual_fund

    A mutual fund is an investment fund that pools money from many investors to purchase securities. The term is typically used in the United States, Canada, and India, while similar structures across the globe include the SICAV in Europe ('investment company with variable capital'), and the open-ended investment company (OEIC) in the UK.

  5. Fidelity Magellan Fund - Wikipedia

    en.wikipedia.org/wiki/Fidelity_Magellan_Fund

    The Fidelity Magellan Fund ( Mutual fund: FMAGX) is a U.S.-domiciled mutual fund from the Fidelity family of funds. [1] It is perhaps the world's best-known actively managed mutual fund, known particularly for its record-setting growth under the management of Peter Lynch from 1977 to 1990. [2] On January 14, 2008, Fidelity announced that the ...

  6. Louis Navellier - Wikipedia

    en.wikipedia.org/wiki/Louis_Navellier

    Navellier is the founder, and currently the chairman, of Navellier & Associates, in Reno, Nevada. Navellier and his team of about 11 professional analysts and staff manage over $2.5 billion in private accounts and no-load mutual funds for individual investors and institutions. Navellier manages thousands of personal portfolios, as well as the ...

  7. MFS Investment Management - Wikipedia

    en.wikipedia.org/wiki/MFS_Investment_Management

    mfs.com. MFS Investment Management ( MFS) is an American-based global investment manager, formerly known as Massachusetts Financial Services . Founded in 1924, MFS is one of the oldest asset management companies in the world and has been credited with pioneering the mutual fund. [1] The first mutual fund, the Massachusetts Investors Trust fund ...

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