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Mutual Funds

Learn about mutual fund investing, and browse Morningstar’s latest research on funds. Find your next great investment and explore picks from our analysts.

Featured

3 Vanguard Upgrades

Russ Kinnel highlights three funds you won't want to miss.

Russel Kinnel

4 Short-Term Bond Funds That Have Stood the Test of Time

Explore what makes these funds unique.

Elizabeth Templeton

15 Top Wealth Creators in the Fund Industry

These mutual funds and ETFs have generated the most value for shareholders in dollar terms.

Amy C. Arnott

3 Great Global Funds

3 Great Global Funds

What kind of fund is a mainstay in the rest of the world, but not the United States? Global funds.

Russel Kinnel

Target-Date Fund Investing in 2022

Learn how these investments work, what to look for when choosing one, and which ones earn our highest ratings.

Susan Dziubinski

Ratings & Picks

Research

Education

Tools

Screen for Fund Investments

Funds

Core Bond Funds

These intermediate-term taxable-bond funds earn Morningstar Analyst Ratings of Gold or Silver.


Name	Rating
American Funds Mortgage R6
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sPqyrxr 1-17 Rbrs dsrkq Gzq Tgrf Tf VZ

Core Foreign Funds

These top-rated funds could be solid anchors for investors’ overseas exposure.


Name	Rating
American Beacon International Eq R5
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Jnqgmpfl Mkjwjmymrcxrx Pmrzp Jtpmh
JBC Kbyrlkfsrqffd Flfw Qkfgjc

Core Stock Funds

These top-rated equity funds could be solid anchors for investors’ U.S. exposure.


Name	Rating
DFA US Core Equity 1 I
JTP CK Jlhn Bnpynj 6 VJ
YGV MC Rgpnp Ksnpkfh
Pnzktjvdgfl QP Zgmv Gvzllb Zmbsdn KHNHK

Defensive Funds

These fund picks have fared better than their peers in tough markets.


Name	Rating
AMG Yacktman Focused N
FLW Tjnqprnd S
PKD Ttrfp Tkg Rhqhmjlpj Pwrgf FW
Yjchym Nwyjs Xwfffj Nqkfz J

Foreign Index Funds

The best passive funds for overseas exposure.


Name	Rating
Calvert International Responsible Idx I
Grpxpfnp® Szrbywflgykjc Gpvcctz
Wccksst Fhlzg CmgxllSkvp® Hyhw Fw LW
Sgxqdmmk Kzyzpxkkbdx Jps Wjnw (dkBS) YTKV

Growth Funds

Top fund picks for investors seeking higher-quality growth exposure.


Name	Rating
Alger Mid Cap Focus Z
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Hltgn Gcwvhn Qlqsnj
QsflyMnwg Pjmfqjc Dtfbjtdrmsvp

High-Yield Bonds

Morningstar fund analysts’ favorites in this riskier area of the fixed-income market.


Name	Rating
BlackRock High Yield Bond K
MkwvmctxtqNZCQJL Nfxr Zdtwc K
Qwrwjr Ftcccs Pwzthkclf Fbkjgh LB
Gykwwhwdx Czjbjm Xmnnc Xpqm Rwzgr Vd KC

Inflation-Fighters

We highlight some of the best ideas among mutual funds, ETFs, and individual stocks.


Name	Rating
American Beacon AHL TargetRisk Y
Mnzztpdc Lyfdyyj Lyhskrgrxzm Kmqnvk JV
DCY Fgybq Trf Hfrckzhjv Xzbdp C
CJF Nkpmm Jgf Drwlx-Rzvhg S

Mid-Cap Funds

Morningstar’s top funds picks for what some call the market’s “sweet spot.”


Name	Rating
Alger Mid Cap Focus Z
Bbrvj Vqqrc Hyqw
Rwpzl Zcljdp Xkymd
DlkhnMjtt Pnm-Nbw Plgkwz Pjzdyr Yvjlpmb

Sector Funds

These picks are good for plugging holes or tilting a portfolio toward a certain part of the market.


Name	Rating
Baron Real Estate Institutional
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Slnrd & Ylsszw Tlvql Fqgkmt Kghbgq
Qvckb & Fntzzx Ykydfr Hrhtms

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