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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.

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Why Funds Die
A closer look at the traits associated with funds that have shut down in recent years.
Daniel Sotiroff

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Funds

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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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16 Securities
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Core Foreign Funds
These top-rated funds could be solid anchors for investors’ overseas exposure.
Name
Rating
American Beacon International Eq R5
Kbycmzhr Mmdlx Ppwq Kn bhs Swl D6
Ckqmtryk Rkmxpqckvtddf Xwglp Pydvzdt
ZSS Zcdkjhlzjccrc Sqxr Zphkym HD
52 Securities
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Core Stock Funds
These top-rated equity funds could be solid anchors for investors’ U.S. exposure.
Name
Rating
DFA US Large Company I
Wtwcl & Kbd Ygyrhb
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Qxznjtyd® Gjdccfmhrf® N87
31 Securities
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Defensive Funds
These fund picks have fared better than their peers in tough markets.
Name
Rating
Akre Focus Instl
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20 Securities
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Foreign Index Funds
The best passive funds for overseas exposure.
Name
Rating
Calvert International Responsible Idx I
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Dvdnvzh Nmrjb FfmwbgRtgd® Rplb Dw JBQ
Frvzyflq Qptfcvjhmpd Xcq Xldn (tjBD) TKWW
39 Securities
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Growth Funds
Top fund picks for investors seeking higher-quality growth exposure.
Name
Rating
Akre Focus Instl
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46 Securities
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High-Yield Bonds
Morningstar fund analysts’ favorites in this riskier area of the fixed-income market.
Name
Rating
BlackRock High Yield Bond K
NwljlsnqxkDVJZDB Xrjc Cqmsw XHWZ
Ppplddywz Kghfgv Pjhhr Gklv Rwkbw Xw LBM
Rtxlrjnf® Wkxzyyq & Jfqzwr
14 Securities
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Inflation-Fighters
We highlight some of the best ideas among mutual funds, ETFs, and individual stocks.
Name
Rating
American Beacon AHL TargetRisk Y
Jwcrlmmn Jczjm Pymxhj Xvycnqdz G59
YGC Nccxz Dpl Xwcqplkcd Rdzgj
QJV Jbzsb Cyq Rhrht-Bnzwp YN
112 Securities
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Mid-Cap Funds
Morningstar’s top funds picks for what some call the market’s “sweet spot.”
Name
Rating
Alger Mid Cap Focus Z
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34 Securities
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Sector Funds
These picks are good for plugging holes or tilting a portfolio toward a certain part of the market.
Name
Rating
BlackRock Technology Opportunities Instl
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Lztpz & Mcjgzq Xngdch Vbtbmd
33 Securities

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