Informational Purposes Only
The following content has been prepared for informational purposes only, and should not be relied on for tax, legal, investing, or accounting advice. Consult with an investing professional for your own investment purposes.
Availability Notice
Inclusion of Investments on this list does not guarantee continued availability for trading. Investments available for trading are subject to change periodically.
Mutual Funds 101
Mutual funds pool multiple investments to create a diversified portfolio of stocks, bonds, or other securities. Managed by professional fund managers, mutual funds allow investors to participate in a broad range of assets without directly managing individual securities.
Morningstar Medalist Rating Explained
The Medalist Rating is the summary expression of Morningstar’s forward-looking analysis of investment strategies as offered via specific vehicles using a rating scale of Gold, Silver, Bronze, Neutral, and Negative. The Medalist Ratings indicate which investments Morningstar believes are likely to outperform a relevant index or peer group average on a risk-adjusted basis over time. Analyst Ratings are continuously monitored and reevaluated at least every 14 months.
