The Best and Worst Performing Funds in February - Morningstar

Mar 4, 2024 · The best performing fund in February was Matthews China Small Companies, gaining 14% to partly offset the 12% January loss. On an annualised basis, the fund is still down 16% over the past three ...

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The Best And Worst Performing Funds In February - Morningstar

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February's Best And Worst Performing Funds | Morningstar

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Mar 2, 2023 · Neutral-rated Jupiter India is the worst performing fund so far this year with a near 7% fall in 2023 and -3.44% in February. In the bottom 10 this year are a number of other …

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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 Stocks For February 2024 - Morningstar

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Mar 1, 2024 · Worst-Performing Stocks for February 2024 Snap SNAP plunged 31.3% in February and declined 35.6% in the year to date. Shares are 38.4% below their last high on …

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7 Top-Performing Large-Value Funds - Morningstar

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Jan 30, 2025 · Large-Value Funds Performance Over the last 12 months, large-value funds have returned 17.86%. On an annualized rate, these funds have returned 8.53% over the last three …

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Best- And Worst-Performing U.S. Equity Funds - Morningstar

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Apr 6, 2022 · Worst-Performing Funds Ark Innovation ETF was down the most among all U.S. equity funds falling 30% in the quarter, compared with the average mid-cap growth fund's …

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The Best- And Worst-Performing ETFs For The Quarter | Morningstar

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Apr 12, 2024 · Among the worst-performing ETFs, six were from the Canadian long term fixed income category, where funds fell 4.2% in the first quarter. Returns for the best- and worst …

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2022's Best And Worst Performing Funds - Morningstar

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Jan 5, 2023 · At the other end of the list we find Morgan Stanley’s US Growth fund with a 55.98% negative return. Readers with a longer memory will recall that this Bronze-rated fund was the …

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Best- And Worst-Performing UK Investment Trusts Of 2024

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Jan 8, 2025 · JP Morgan American JAM is the best performing investment trust under Morningstar coverage for the second year in a row, with a share price gain of 31.55% in 2024, following on …

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Best- And Worst-Performing Canadian Stocks | Morningstar

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5 days ago · The Morningstar Canada Large-Mid Cap Index rose 3.6% in January amid a rally in the technology sector. The large-mid index tracks the performance of the top 90% of the …

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FAQs about The Best and Worst Performing Funds in February - Morningstar Coupon?

Which US Stock ETFs are the worst performing?

The month’s worst performers included Global X SuperDividend US ETF and Franklin US Low Volatility High Dividend Index ETF. To find the month’s best- and worst-performing stock ETFs, we screened the Morningstar US Equity category for funds that trade in the United States. We excluded funds with less than $100 million in total assets. ...

What are the worst performers in a stock market?

Amongst the worst performers have been financials and infrastructure funds. The other interesting point to note is the significant fall in the value category, although this is also driven by the performance of a few funds that more oriented towards mid & small cap stocks which have fallen more significantly. ...

Is Morgan Stanley US growth the worst performing fund of the year?

The vehicle also happens to be the 11th worst performing fund of the year – just one spot shy of our list. Morgan Stanley US Growth made an appearance in the biggest monthly losers list too, the only fund to appear in both annual and monthly lists. ...

How did Morningstar fund perform in 2024?

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. The fund beat its benchmark—the Morningstar Global All Cap Target Market Exposure Index—by 25.49 percentage points. ...

Which mid-cap growth funds are the worst performers?

The fund ranks in the top 2% of performers in in the mid-cap growth category over the past five years. Large-cap offerings from Morgan Stanley, the Institutional Growth MSEQX and Institutional Advantage MPAIX funds also made the worst-performers list. Small growth funds also had losses. ...

What are the most expensive stocks under Morningstar's US coverage?

Wingstop and Southwest Airlines are among the most expensive stocks under Morningstar’s US coverage. Scotts Miracle-Gro and Southwest Gas are among the month’s high-yielding winners. Super Micro Computer SMCI jumped 45.9%, lifting shares 199.4% in the year to date. Shares are 19.6% below their last high on Feb. 16, 2024. ...