Lvlt Morningstar Mutual Funds










News

Morningstar's Top Rated Funds Don't Show Outperformance So Far
When investors are in a quandary as to the best mutual funds to own, they frequently turn to expert sources to help them make their decisions. And for fund investors, there is usually considered to be no more of an expert source than the Morningstar.com site.

Mutual Funds: Positionin’ on a Prayer for Tax Reform
Mutual fund performance has improved lately, with funds delivering above-average returns again this year. Morningstar's Active/Passive Barometer showed that nearly half of active U.S. stock funds beat their benchmarks in the 12 months ended June 30.

This Mutual Fund Actively Unearths Value
See also: 5 Low Fee MFS Mutual Funds ... a time when many active funds are struggling to beat their benchmarks, MFS is thriving. For the trailing three-, five- and 10-year periods, MFS Values earns four-star ratings from Morningstar and an overall.

Morningstar: Half of active equity funds top benchmarks in last year; long term a different story
Actively managed U.S. mutual funds have generally been unable to surpass their benchmarks, particularly over longer time periods, concludes a Morningstar report released Tuesday. The report analyzes active funds against a composite of passive funds that.

Napa Wealth Management launches second mutual fund
Napa Wealth Management launched its second mutual fund, the Momentum Bond Fund (MOMBX), on Sept. 1. This follows the launch of its first fund, NWM Momentum Fund (MOMOX) on April 1. This flagship fund received a Morningstar five-star rating in April.

Mutual funds see top value gains in financials from January to July
Mutual funds’ allocation to the financial services sector rose to 30.43% at the end of July from 27.33% a year ago, according to data from research firm Morningstar. Financials added the most value to mutual funds' holdings from start of the year to July.

The Morningstar Rating for Funds: A Good Starting Point for Investors?
The star rating is a quantitative measure that ranks funds each month based on their trailing three-, five-, and 10-year risk-adjusted returns versus their Morningstar Category ... this analysis is all U.S. open-end mutual funds, excluding exchange-traded.

Pimco Bucks Trend by Raising Fees on Ivascyn’s Income Fund
Shareholders added a net $703.4 billion to passively run mutual and exchange-traded funds while withdrawing $214.5 billion from active funds in the 12 months through July, according to Morningstar. The average fee paid by investors fell to 57 basis points.

Some closed funds ready to open for business again
You close a fund to manage capacity," said Russel Kinnel, director of mutual fund research at Morningstar. Since small-cap funds require less cash to invest in the names they hone in on, they're more prone to this practice. That's because it's either.