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The fund carries 4 stars from Morningstar. 6. Schwab Total Stock Market Index Fund (SWTSX) Assets under management: $26.13 billion. Dividend yield: 1.17%. Three-year return rate: 10.11%. Expense ...
Morningstar rates the fund as having below-average risk — which indicates moderate variations in monthly returns — and above-average returns for its category. Year-to-date performance: 1.99% ...
Average Annual Total Return, 1973-2023. Dividend growers and initiators. ... Morningstar.com, as of Jan. 2, 2025. ... now is the best time to buy before it’s too late. And the numbers speak for ...
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 ...
This is a table of notable American exchange-traded funds, or ETFs.As of 2020, the number of exchange-traded funds worldwide was over 7,600, [1] representing about 7.74 trillion U.S. dollars in assets. [2]
American Funds Gro A $ 86,400.20 19 Vanguard Wellington Adm $ 86,160.60 20 American Funds Inc A $ 72,054.90 21 Vanguard Tot I S Adm $ 70,233.60 22 Vanguard Dev Mkt ETF $ 70,070.50 23 Dodge & Cox Stock $ 69,989.20 24 Invesco QQQ Trust 1 $ 68,001.90 25 Vanguard Tot Bd II Inst $ 67,996.40