Katherine Lynch

More From Katherine Lynch

2023’s Best-Performing U.S. Stock Funds

Fueled by the ‘Magnificent Seven’ stocks, growth funds take the lead.

Katherine Lynch Dec 21, 2023

Investors Bail on TIPS Funds

Even the best-performing TIPS funds are seeing big withdrawals.

Katherine Lynch Dec 14, 2023

5 Top-Performing Corporate Bond Funds With High Yields

These funds have outperformed in 2023 and come with high yields for investors.

Katherine Lynch Nov 20, 2023

Markets Brief: These Funds Fared the Worst In the Bond Market Selloff

A brutal three months put some funds on track for their third consecutive annual decline.

Katherine Lynch Nov 10, 2023

Why Are Covered-Call Fund Yields So High?

These are the factors influencing big payouts on JEPI and other popular covered-call ETFs and funds.

Katherine Lynch Nov 8, 2023

Which Funds and ETFs Took a Hit From Alphabet Stock’s Slide?

Growth-focused funds and communications sector ETFs are the largest holders.

Katherine Lynch Oct 26, 2023

Large-Value Funds on Track for Worst-Ever Year of Outflows

Outflows from passive funds exacerbate the category’s woes.

Katherine Lynch Oct 23, 2023

Investors Are Flocking to These Active Value ETFs

Even as value funds see record outflows, Capital Group, DFA, and others are drawing money.

Katherine Lynch Oct 19, 2023

Despite Big Losses, Investors Flock to Long-Term Bond ETFs

Locking in higher yields may be a draw for funds like the iShares 20+ Year Treasury ETF.

Katherine Lynch Oct 11, 2023

How the Largest Bond Funds Did In Q3 2023

The Fed’s ‘higher for longer’ message has most funds posting both short- and long-term losses.

Katherine Lynch Oct 5, 2023

How the Largest U.S. Stock Funds Did In Q3 2023

Thanks to a tilt toward value stocks, many of the largest active funds outperformed the biggest index funds.

Katherine Lynch Oct 3, 2023

Why Investors Are Pouring Billions Into Covered-Call ETFs

With their high yields, these options-trading funds are seeing a historic surge of interest.

Katherine Lynch Sep 28, 2023

Market Brief: 5 Themes for the Stock Market Heading Into Q4

Key issues include rising bond yields and tech stock performance.

Sarah Hansen Sep 22, 2023

6 Charts On Where Bond Fund Investors Are Putting Their Money

Investors are choosing safer funds and eschewing short-term ones.

Katherine Lynch Sep 20, 2023

Avoiding China Has Been a Winning Bet for These Equity Funds

A gloomy economic outlook and ESG concerns have more funds and investors shunning the country’s stocks.

Katherine Lynch Sep 12, 2023

Concentrated Stock Funds: Winners and Losers in 2023′s Market Rally

Baron and Pollen are among the focused funds that benefited from the narrow push higher in the stock market.

Katherine Lynch Jul 17, 2023

What Fund Investors Did With Their Money in the Second Quarter

Investors bailed on stock funds even as the market rallied, but piled into the bond market.

Katherine Lynch Jul 14, 2023

How the Largest Bond Funds Performed in Q2

These funds from Vanguard, iShares, and American Funds lagged as rates rose.

Katherine Lynch Jul 7, 2023

How the Largest U.S. Equity Funds Performed in Q2

While growth funds powered ahead, value funds made paltry gains.

Katherine Lynch Jul 5, 2023

How Do Interest Rates Affect Bonds?

Rising interest rates aren’t the only thing you need to think about before investing in bonds.

Carole Hodorowicz Jun 13, 2023

5 U.S. Treasury ETFs With High Yields

These highly rated ETFs from Vanguard and others are paying their fattest yields in years.

Katherine Lynch Jun 1, 2023

Stock Fund Managers Are Still Playing It Safe With Cash

U.S. stock funds are still holding higher-than-usual cash stakes, though those stakes are down from their September peak.

Katherine Lynch May 19, 2023

Investor Flight to Money Market Funds Slows Dramatically in April

Bank exodus levels off as worries cool over regional bank crisis.

Katherine Lynch May 11, 2023

5 Stock Funds That Protected Investors in the Bear Market

These funds outperformed their benchmarks by the widest margin during the market’s decline.

Katherine Lynch May 8, 2023

Why Bear Markets Can Be a Good Time to Invest

Don’t be afraid of bear markets. Instead, look at them as an opportunity.

Carole Hodorowicz May 2, 2023

Which Will Outperform: U.S. Stocks or International?

Managers debate where to find value.

Katherine Lynch Apr 28, 2023

What Fund Investors Did With Their Money in the First Quarter

Safety and yield dominated fund flows as investors pulled back from U.S. stock funds.

Katherine Lynch Apr 24, 2023

Markets Brief: Stocks Are in Limbo. What Should Investors Do Now?

Uncertainty about the economy, Fed policy, and earnings has stocks moving in tighter ranges.

Tom Lauricella Apr 21, 2023

This Year’s Top-Performing Growth Funds Can’t Erase Longer-Term Losses

Some of this year’s top performers have the worst trailing returns.

Katherine Lynch Apr 17, 2023

Why Should I Diversify My Portfolio?

Here’s why portfolio diversification is worth a shot.

Carole Hodorowicz Apr 10, 2023

More About Katherine Lynch

Katherine Lynch was a data journalist for Morningstar. She covers mutual fund and exchange-traded fund trends and creates educational content for new investors.

Lynch joined Morningstar in 2018 through the Morningstar Development Program for new graduates. She worked as a support representative for Morningstar Office and Direct clients.

Prior to joining Morningstar, Lynch studied economics and philosophy at Creighton University in Omaha, Nebraska.