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The safest type of mutual fund depends on how you define risk. U.S. Treasury funds have essentially zero credit risk, but they still carry the interest rate and inflation risks that all bonds do.
1. Stock funds. These mutual funds primarily focus on stocks. They aim to achieve higher profits by investing in hundreds or even thousands of stocks at the same time.
In 2006, Morningstar acquired Ibbotson Associates, Inc., an investment research firm. [14] In 2007, Morningstar acquired the mutual fund data business of S&P Global. [15] In 2010, Morningstar acquired credit rating agency Realpoint for $52 million and began offering structured credit ratings and research to institutional investors. [16]
The Morningstar Rating for Funds is a rating system for investment funds operated by Morningstar. The Star Rating, debuted in 1985, a year after Morningstar was founded. The 1- to 5-star system, "looks at a fund's risk-adjusted return based on its performance over three, five and 10 years and on its volatility. The highest rating of five stars ...
The Morningstar Style Box is a grid of nine squares used to identify the investment style of stocks and mutual funds. Developed by Don Phillips and John Rekenthaler of Morningstar, Inc., [1] the Style Box was launched in 1992. [2] The vertical axis of the Style Box represents an investment's size category: small, mid and large. [3]
A mutual fund is a type of pooled investment fund in which many people own shares. Mutual funds invest in many different companies, and some even invest in the entire stock market.
The second is the Morningstar Active-Passive Barometer, which compares actively managed funds to passively managed funds. [15] Both reports are published semi-annually and use a similar approach, namely: They group funds into categories based on investment type (e.g., emerging market stocks, municipal bonds).
A money market fund (MMF) is a mutual fund that pools money from many investors to buy safe short-term investments like government bonds and high-quality corporate loans. Money market funds aim to ...