Best and Worst Performing Funds in 2024 So Far | Morningstar

Jul 3, 2024 · The best-performing fund was up 30.45% and a total of 545 funds have grown in the double digits so far this year. The worst performer was down 20.40%, but only 20 funds in total …

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Best And Worst Performing Funds In 2024 So Far | Morningstar

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Jul 3, 2024 · The best-performing fund was up 30.45% and a total of 545 funds have grown in the double digits so far this year. The worst performer was down 20.40%, but only 20 funds in total …

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Best- And Worst-Performing Funds Of 2024 - Morningstar

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Jan 7, 2025 · The fund rose 45.04% in 2024, a gain that beat the 8.96% return of the average fund in that Morningstar Category, leaving it in the first percentile for performance.

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Best And Worst Performing Funds In 2024 So Far

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Jul 3, 2024 · The best-performing fund was up 30.45% and a total of 545 funds have grown in the double digits so far this year. The worst performer was down 20.40%, but only 20 funds in total …

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The Best And Worst Active Funds And ETFs Of 2024 - Citywire

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Dec 19, 2024 · The $607m GMO Climate Change III fund (GCCHX) sits, perhaps unfairly, at the bottom of the list for 2024, with an 11.94% loss. It arrives on our list as it is classified in …

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Top-Performing Stock ETFs Of 2024 - Morningstar

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Jan 7, 2025 · The seventh-best-performing ETF in 2024 was the $303 million Natixis Loomis Sayles Focused Growth ETF. The actively managed Natixis ETF returned 38.23%, …

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Best And Worst Performing Funds In 2024 So Far

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Jul 3, 2024 · So: which funds have managed to grow, and which funds have fallen? Overall, almost 90% of the 3,112 funds in our dataset (Morningstar rated and available for sale in the …

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Diese ETFs Haben Im Jahr 2024 Am Schlechtesten... | Morningstar

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Jan 8, 2025 · Der 286 Millionen Euro schwere iShares MSCI EM Latin America UCITS ETF war mit einem Rückgang von 22,51% der ETF mit der neuntschlechtesten Performance im Jahr …

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10 Funds Outperforming Their Peers In 2024 So Far - Morningstar

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Oct 11, 2024 · The £137 million Sanlam North American Equity Fund rose 24.63% in 2024 so far and sits in the 1st percentile, beating the 19.66% average category return. ... The Artemis fund …

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How The Largest Bond Funds Did In 2024 | Morningstar

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Jan 6, 2025 · The best-performing fund over this period—in terms of both category ranking and total return—was the Vanguard Short-Term TIPS fund, whose 3.3% annualized return put it in …

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Best And Worst Performing Funds In July 2024 - Morningstar

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Aug 6, 2024 · The Three Worst Performing Funds in July. Liontrust Global Technology Fund. Morningstar Medalist Rating: Neutral Fund Size: £208.2 million Ongoing Charge: 0.87%. The …

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The Worst-Performing ETFs Of 2024 - Morningstar

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Jan 9, 2025 · The worst-performing ETF in 2024 was the £33 million Invesco Solar Energy, which lost 35.99%. The passively managed Invesco ETF fell further than the average 10.94% loss on …

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6 ETF Investing Predictions For 2025 - Morningstar

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Jan 8, 2025 · Exchange-traded funds enjoyed another banner year in 2024. Strong markets and relentless inflows drove ETFs to new heights. For the first time, ETFs collected $1.1 trillion in …

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FAQs about Best and Worst Performing Funds in 2024 So Far | Morningstar Coupon?

What are the worst-performing funds in 2024?

Past performance is not a guide to future performance. One clear theme emerged among the worst-performing funds this year: Latin American equities, with this sector accounting for eight of the 10 worst funds available on our platform in 2024. The FTSE Latin America index, in sterling, is down just over 20% this year. ...

Which US stock funds have the best performance in 2024?

For the largest active US stock funds, the biggest differentiator for performance was exposure to some mega-cap names that led the stock market higher in 2024. The clearest example is Fidelity Contrafund, which sports a 15.2% weight in Meta. ...

How many Morningstar funds have a bad 2024?

Of the 3,200 funds in Morningstar’s database that are available for sale in the UK, only around 300 had a bad 2024. 33 witnessed double-digit losses. By contrast, over 1,000 funds grew 10% or more. Latin America funds account for the majority of the bottom 10 performers, alongside two funds investing in the energy transition and climate change. ...

What was 2024 like for investors?

2024 was a banner year for those who invested in the most widely held stock funds, with many of the largest index funds outperforming the competition. For actively managed strategies, performance often came down to their exposure to a handful of the biggest stocks. ...

Will 2024 be a good year for mutual funds?

For mutual fund investors, 2024 brought déjà vu for stocks and a bit of a disappointment for bond funds. Funds with heavier tilts toward mega-cap growth stocks outperformed. Strategies that emphasized riskier bonds did well, but those with greater sensitivity to changes in interest rates struggled. ...

What are the best mid-growth stocks in 2024?

The managers who did own some of those aggressive growth stocks flourished, though. Morgan Stanley Institutional Growth MSEQX was among the best-performing mid-growth funds in 2024. The fund’s 46.6% gain beat 97% of its peers. ...