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  2. List of mutual-fund families in the United States - Wikipedia

    en.wikipedia.org/wiki/List_of_mutual-fund...

    The following is a limited list of mutual-fund families in the United States.A family of mutual funds is a group of funds that are marketed under one or more brand names, usually having the same distributor (the company which handles selling and redeeming shares of the fund in transactions with investors), and investment advisor (which is usually a corporate cousin of the distributor).

  3. New York Life Investments - Wikipedia

    en.wikipedia.org/wiki/New_York_Life_Investments

    Asset Management. AUM. US$674 billion (March 31, 2023) Parent. New York Life Insurance Company. Website. www .newyorklifeinvestments .com. New York Life Investments is a U.S. investment management company based in Jersey City, New Jersey. New York Life Investments is a service mark and trade name of New York Life Investment Management LLC. [1]

  4. 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 ...

  5. Index Funds vs. Mutual Funds: Which Is Best? - AOL

    www.aol.com/finance/index-funds-vs-mutual-funds...

    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 ...

  6. 4 Common Myths About Mutual Funds You Should Know ... - AOL

    www.aol.com/finance/4-common-myths-mutual-funds...

    Here are four common myths about mutual funds that you should know. 1. Mutual Funds Are Diversified. While they are certainly more diversified than individual stocks, dumping all your assets into ...

  7. What are the world’s largest mutual funds? - AOL

    www.aol.com/finance/world-largest-mutual-funds...

    The world’s largest mutual funds run hundreds of billions of dollars, even into the trillions. Mutual funds remain one of the most popular ways to invest, and they allow new investors to earn ...

  8. Morningstar Style Box - Wikipedia

    en.wikipedia.org/wiki/Morningstar_Style_Box

    The Morningstar Style Box is a grid of nine squares used to identify the investment style of stocks and mutual funds. Developed by Don Phillips and John Rekenthaler of Morningstar, Inc., the Style Box was launched in 1992. The vertical axis of the Style Box represents an investment's size category: small, mid and large.

  9. 6 Different Types of Mutual Funds Explained - AOL

    www.aol.com/finance/6-different-types-mutual...

    6 Main Types of Mutual Funds. There are six major types of mutual funds: stock funds, bond funds, money market funds, index funds, sector funds and balanced funds. Read on to learn about each type ...

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