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Mutual Funds, ETFs, and Fund Ratings | MorningstarMutual Funds, ETFs, and Fund Ratings | Morningstar
Morningstar’s latest mutual fund research and analysis. Get an inside look at the mutual fund industry and your favorite funds through the eyes of our analysts.

The Best Funds to Rebalance Your Portfolio in 2026 - MorningstarThe Best Funds to Rebalance Your Portfolio in 2026 - Morningstar
What funds are best for rebalancing a portfolio in 2026? See Morningstar's list of top-rated mutual funds and ETFs to buy to improve risk-adjusted results in the new year.

Investment Funds: Unit Trusts, Mutual Funds and More | Morningstar UKInvestment Funds: Unit Trusts, Mutual Funds and More | Morningstar UK
Explore up-to-date unit trusts, OEIC, and other investment funds. Read news and access tools designed to guide you in making informed fund investment decisions.

Mutual Funds in Canada: Best Index Funds for Investors | Morningstar CanadaMutual Funds in Canada: Best Index Funds for Investors | Morningstar Canada
Check out top-rated mutual funds and index funds in Canada with our expert insights and market analysis. Unlock the potential of your investments with strategies to meet your financial goals.

Vanguard Cuts Fees on 53 Mutual Funds and ETFs for 2026Vanguard Cuts Fees on 53 Mutual Funds and ETFs for 2026
Low fees have been key to Vanguard’s success for 50 years and propelled the firm to another prolific year in 2025. Investors parked hundreds of billions of new money in its mutual funds and ETFs.

The Best Balanced Funds for Income - MorningstarThe Best Balanced Funds for Income - Morningstar
These funds in the moderately conservative allocation category had at least one share class that earned top Morningstar Medalist Ratings with 100% analyst coverage as of April 2, 2025.

Share Class Types - Morningstar, Inc.Share Class Types - Morningstar, Inc.
These are usually no-load shares that are available through mutual fund supermarkets such as Charles Schwab or TD Ameritrade. Although there are no front-end or back-end loads with D shares, an investor will typically be charged a transaction fee to buy into this share class.

The Best Target-Date Funds: Morningstar’s Top-Rated Strategies for Your ...The Best Target-Date Funds: Morningstar’s Top-Rated Strategies for Your ...
The table below summarizes the Morningstar Medalist Ratings for target-date strategies across mutual funds and ETFs, which are generally broadly available to US-based investors.

Morningstar | Empowering Investor SuccessMorningstar | Empowering Investor Success
Morningstar is an investment research company offering mutual fund, ETF, and stock analysis, ratings, and data, and portfolio tools. Discover actionable insights today.

Investment Funds: Unit Trusts, Mutual Funds and More | Morningstar AsiaInvestment Funds: Unit Trusts, Mutual Funds and More | Morningstar Asia
Funds Morningstar’s latest mutual fund research and analysis. Get an inside look at the mutual fund industry and your favorite funds through the eyes of our analysts.







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