Read and review commentaries written by Morningstar experts. These observations and insights are specific to Mutual Funds.
U.S. Morningstar Awards for Investing Excellence: The 2023 Winners
by Dan Culloton | 2023-03-21 04:00:00
Today, Morningstar announced the 2023 winners of the U.S. Morningstar Awards for Investing Excellence.BlackRock’s Rick Rieder won the Outstanding Portfolio Manager award, and Capital Group, the parent company of the American Funds, took the Exemplary Stewardship prize.Morningstar’s manager research analysts chose the winners from a shortlist of nominees who have distinguished themselves not only by their outstanding long-term returns but also by developing and adhering to sound processes and shareholder-friendly philosophies that will endure. All the hailed from strategies that earn Morningstar Analyst Ratings of Silver or Gold for at least one vehicle or share class. Their successful track records spanned multiple market cycles, and they each invested a lot of their own money in their strategies. The each had Paren… Full Story
Index Providers Disagree on Growth and Value
by Ryan Jackson | 2023-03-20 04:00:00
Growth index funds have charted a smoother start to 2023 than their value counterparts. Just how much smoother depends on the indexes in question.SPDR Portfolio S&P 500 Growth ETF climbed 1.91% from January 2023 through March 13, 2023. That constituted success compared with its value twin, SPDR Portfolio S&P 500 Value ETF , which pulled back 0.53%. But next to Vanguard Growth ETF —a fellow large-growth index fund and reasonable alternative—it raises questions. VUG’s 7.07% gain over the same year-to-date span trounced SPYG and beat its own value counterpart, Vanguard Value ETF , by 11.79 percentage points.*Discreet differences in index construction explain how the S&P value and growth index trackers ran neck-and-neck as the CRSP indexes that underpin VUG and VTV diverged. These index idiosyncrasies can drive differen… Full Story
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Mutual Funds: Commentary
Commentary
Read and review commentaries written by Morningstar experts. These observations and insights are specific to Mutual Funds.
U.S. Morningstar Awards for Investing Excellence: The 2023 Winners
Index Providers Disagree on Growth and Value
U.S. Morningstar Awards for Investing Excellence: The 2023 Winners
Index Providers Disagree on Growth and Value
U.S. Fund Flows: Momentum Stalls in February
Fund Managers’ Responses to Silicon Valley Bank’s Implosion
Morningstar Awards for Investing Excellence: Outstanding Portfolio Manager Nominees
Morningstar Awards for Investing Excellence: Exemplary Stewardship Nominees
How to Choose Funds for Your IRA
Why We Upgraded 4 Baird Funds to Gold
The New Frontier of Active Investing
The Top Female Portfolio Managers to Invest With Now
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