They track an index with the aim of replicating ... To fully understand a fund’s strategy, be sure to read its Morningstar Fund Analyst Report. These mutual funds and ETFs all land in one ...

Target-date funds grew so popular because of their convenience and ability to put retirement investing on “auto-pilot.” The problem is, if an investor’s needs change, their retirement ...

Here are seven of the best Charles Schwab mutual funds that currently hold a four- or five-star overall Morningstar rating: ...

Within categories, compare similar funds and look at Morningstar’s average figures for fund types. A growth and income fund is a mutual fund or ETF strategy that combines using the capital gains ...

“Only 42% of sustainable funds (were) in the top half of their respective Morningstar categories.” Only 10 sustainable funds were launched last year, well below 2023 when 66 were launched and ...