Correction: This article has been updated to clarify that Vanguard settled with the SEC. A previous version stated that the SEC had levied a hefty fine against the firm.
The author or authors do not own shares in any securities mentioned in this article. Find out about Morningstar’s editorial policies.
Large-cap stocks have dominated in recent years, leaving the average mid-cap blend fund trailing the broader market. However, a few mid-cap blend funds have kept up, including the Vanguard US Momentum Factor ETF VFMO.To screen for the top-performing funds in this category, we looked for those with the best returns over the last one-, three-,…
Large-blend funds offer investors broad exposure to the stock market, combining the largest growth, blend, and value companies. To screen for the top-performing funds in this category, we looked for Morningstar Medalist funds with the best returns over the last one-, three-, and five-year periods. Eight large-blend funds made it through the screen. Notably, in…
By Mark Hulbert The S&P 500 is a high bar for fund managers. The Dow? Not as much. An actively managed fund will always underperform an index comprised of the stocks from which the fund selects. Did your mutual fund beat the market last year? The answer isn’t clear, since it depends on how you…
You could lose money by investing in a money market fund. An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Before investing, always read a money market fund’s prospectus for policies specific to that fund. Past performance is no guarantee of…
Dividend stocks are popular investments: Many investors rely on the regular dividend payments these stocks offer as sources of passive income. Of course, investors can pursue a total return approach to generating income to meet their spending needs, too. Or they can combine the two income strategies.Exchange-traded funds that invest in dividend-paying stocks can be…
These days, investors may well find that their list of worries is long and growing: Slow global growth, a slumping stock market, meager bond yields, and eventual interest-rate hikes all loom large.But there’s another risk that investors should have on their radars: the risk of a big taxable distribution from one of their mutual funds.…