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  2. Best value ETFs: Top funds that hold bargain-priced stocks

    www.aol.com/finance/best-value-etfs-214401763.html

    The fund holds about 100 stocks and has 30 percent of its assets in the top 10 holdings. 5-year returns (annualized): 13.5 percent. Expense ratio: 0.15 percent. Assets under management: $3.1 ...

  3. Cathie Wood - Wikipedia

    en.wikipedia.org/wiki/Cathie_Wood

    In 2023, ARKK was the top-performing actively traded U.S. diversified ETF. [20] However, ARKK fell 24% in 2021 and, in the first quarter of 2022, it was the worst performer among equity funds covered by Morningstar, Inc. [21] For the 10 years ended December 31, 2023, it generated a 122% return, less than half of the Nasdaq-100's 330% return. [22]

  4. 7 Best No-Load Mutual Funds To Invest In

    www.aol.com/finance/7-best-no-load-mutual...

    GOBankingRates has put together a list some of the best no-load mutual funds to invest in right now. 1. American Funds American Mutual Fund Class F-1 (AMFFX) AMFFX is a large value fund that ...

  5. 9 Best Index Funds for 2023 - AOL

    www.aol.com/finance/9-best-index-funds-2023...

    An index fund is a type of mutual fund that either buys all or a representative sample of securities in a specific index, such as the S&P 500. Instead of being actively managed by fund managers,...

  6. Morningstar, Inc. - Wikipedia

    en.wikipedia.org/wiki/Morningstar,_Inc.

    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 ...

  7. Morningstar Analyst Rating - Wikipedia

    en.wikipedia.org/wiki/Morningstar_Analyst_Rating

    Morningstar Analyst Rating. The Morningstar Analyst Rating debuted in 2011 as a qualitative rating assigned by Morningstar's team of manager research analysts for funds under their coverage. This forward-looking metric is analyst-driven, and is considered an aptitude test of a fund manager's capabilities in a specific strategy. [1]

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