News

Mutual funds continue to be among the most popular investing tools for both individual and professional investors who seek to ...
Learn about capital gains distributions from mutual funds or ETFs, their tax implications, and strategies for reinvesting.
Check out Penn Mutual AM Strategic Income Fund I via our interactive chart to view the latest changes in value and identify key financial events to make the best decisions.
The charts are all assets held by both mutual funds and ETFs (excluding money market funds). ETFs share of the total has risen from 10% to 26%.
Morningstar’s mutual fund quote pages feature key performance and operations information on individual mutual funds, including portfolio allocations, risk metrics, management insights, and more ...
The investment style box is a 3x3 grid developed by Morningstar that classifies mutual funds by market capitalisation and investment style. It helps investors assess strategy, diversification, and ...
Sectoral and thematic mutual funds topped the returns chart in August with up to 9.37% gains. The WOC Pharma and Healthcare Fund led with 9.37% returns, while international funds and healthcare ...
Equity mutual funds showcased varied performance in the first half of 2025, with sectoral and thematic funds leading the charts, delivering returns as high as 32%. While some funds flourished ...
Beginner investors might wonder "what is a mutual fund?" Here, we answer that question and look at the pros and cons of investing in one.