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

Active Equity Funds’ Triumphs and Trials Over the Past YearThe 5 Biggest Mutual Fund Rating Upgrades of 2023 - MorningstarThe Best and Worst New ETFs of 2023 - 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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The Best- And Worst-performing Active Funds And ETFs Of 2023 (so …

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May 23, 2023 · The two stocks are up 115% and 101%, respectively, so far in 2023. When one removes the screens for actively managed offerings, sector funds and the use of leverage, the …

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Top MPF Gainers And Losers In August 2023 | Morningstar

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Sep 11, 2023 · DIS – core accumulation fund, which invests both stock and bond securities, ranked fifth, posting a return of 9.4% for the period. For the longer term, equity funds …

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The Best And Worst Active Funds And ETFs Of 2023 (so Far) - Citywire

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Oct 3, 2023 · The $15m SoFi Social 50 ETF (SFYF) is the eighth best active fund of the year so far, posting a 38.4% return. The fund tracks the performance of the SoFi Social 50 index, …

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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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Here's The Reality About The Mutual Funds And ETFs That

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Mar 19, 2024 · Last year, 47% of actively managed open-end mutual funds and exchange-traded funds beat their benchmarks - a marked increase over the 43% hurdle rate in 2022. …

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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 2023’s Best-Performing U.S. Stock Funds - Morningstar Coupon?

What are the top performing funds in 2023?

The average return of the 10 top performing fund this year was 34.5%. In contrast, from all 3,999 funds that were analysed, the average 12 month returns were just 2.82%. The technology focused funds classified within the IA’s Technology & Technology Innovation sector have been the top performers of 2023. ...

Which stocks did the worst perform in 2023?

Funds emphasizing growth stocks, technology, or risk led the charge, while value-leaning or more conservatively positioned funds trailed. The worst performers were the China region and energy Morningstar Categories, which slid. Those results harmonized with themes that endured for most of 2023, except for a third-quarter interruption. ...

Which equity funds had the worst month of 2024?

JSS Equity - All China and Templeton China had the worst month, both falling more than 5%. Two Gold-rated funds also feature here: FSSA All China and Wellington All-China Focus Equity, down more than 4%. We’ll be back at the start of February to take a look at how the first month of 2024 pans out. ...

Which ETFs topped the performance list in 2023?

We've already looked at the best- and worst-performing funds and trusts of 2023; now we continue this period of retrospection with a look at exchange-traded funds (ETFs) last year. We can now reveal that cryptos and digital assets topped the performance list of ETF themes both last month and throughout 2023. ...

Which equity fund has the best return in 2023?

A large portion of the funds saw losses are focused on Asia, but also thematic equity categories like Infrastructure, Natural Resources, Agriculture and Healthcare struggled to make gains. At the individual fund level, the fund with the best return in 2023 was Nikko AM ARK Disruptive Innovation. ...

What are the best-performing growth stock funds in 2023?

Some of the best-performing growth stock funds are finishing 2023 with gains of more than 50% thanks in large part due to big holdings from among the “Magnificent Seven” names that posted huge gains earlier this year. Among 2023′s best-performing funds: Baron Fifth Avenue Growth BFTIX, up 57.9%, and Fidelity Blue Chip Growth ETF FBCG, up 57.2%. ...