Top 15 Value Creators in the Fund Industry | Morningstar

4 days ago · Top 10 Value Creators by Morningstar Category Source: Morningstar Direct and author's calculations. Data as of 12/31/2024. ... Top 15 Value Creators in the Fund Industry. …

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These 15 Funds Have Created The Most Wealth For Investors: …

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Nov 30, 2022 · The large-blend category, which ranked as the single largest fund category based on assets as of Dec. 31, tops the list with an estimated $4.4 trillion in shareholder value …

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10 'Wealth Creator' Funds Make Investors $5 Trillion Richer

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Feb 7, 2024 · The only human-run fund to crack the top 10 of wealth creators is Fidelity Contrafund (FCNTX) run by manager Will Danoff. But the fund's recent performance has …

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Morningstar: 15 Top Wealth Creators In The Fund Industry - Milled

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Jan 25, 2024 · US · morningstar.com 15 Top Wealth Creators in the Fund Industry Plus: Stocks hit new record highs, reevaluaing the 4% withdrawl rule, and 10 best blue-chip stocks to buy …

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FAQs about Top 15 Value Creators in the Fund Industry | Morningstar Coupon?

Who are the biggest wealth creators in the fund industry?

When I looked at the biggest wealth creators in the fund industry, the list was dominated by the biggest fund families, including Vanguard and Fidelity. ...

What is the largest fund category based on assets?

The large-blend category, which ranked as the largest fund category based on assets as of Dec. 31, 2023, sits at the top of the list with an estimated $4.2 trillion in shareholder value created. This category is also home to eight of the top 15 funds shown in the first exhibit above. ...

How do you know if a fund has created the most value?

If you want to know how a fund has performed, total returns are the first place to look. But performance is less meaningful if few shareholders are around to benefit from it. To get a better sense of which funds have created the most value in dollar terms, wealth creation is a better measure. ...

Which fund category is better – basic or large-blend?

Looking at the results by Morningstar Category, basic was definitely better. The large-blend category, which ranks as the single largest fund category based on assets as of Dec. 31, 2021, sits at the top of the list with an estimated $4.5 trillion in shareholder value created. ...

Who can invest in the Morningstar universe?

The universe was limited to share classes accessible to individual investors with a minimum investment no greater than $50,000 and did not include funds of funds. Class A shares were evaluated for American Funds. Visit www.morningstar.com for more details. ...

Do fund families create value?

The biggest players in the fund industry are often vilified as having too much power and failing to act in the best interests of their shareholders. But as the results above show, the largest funds and fund families have created significant value where it counts: by increasing dollar value for shareholders. ...