What are 5 star funds?
Funds whose risk-adjusted returns fall within the top 10% relative to category peers receive a 5-star rating. Subscribe to
The rating ranges from one to five stars of which one star denotes the lowest performer whereas the five-star rating is for the best performer. There are various entities which are actively working on this job such as CRISIL, Morningstar, Value Research, ICRA, etc.
Vanguard offers a wide range of diverse ETFs and mutual funds. Morningstar gives many of Vanguard's funds a five-star rating—the highest rating possible from Morningstar's rating system. The Vanguard Wellesley Income Admira allocates over half its assets to a broad mix of bonds.
Five-star stocks, should offer an investor a return that's higher than the company's cost of equity. Low-rated stocks have significantly lower expected returns. Three-star stocks are those that should offer a "fair return," one that adequately compensates for the riskiness of the stock.
The Morningstar Rating for funds, commonly called the star rating, is a measure of a fund's risk-adjusted return, relative to similar funds. Funds are rated from one to five stars, with the best performers receiving five stars and the worst performers receiving as single star.
A score of 5 stars points to an excellent experience and a highly satisfied customer with the product or service. It is a strong marker that the customer will likely return to repurchase.
Similar to the rat- ings given to hotels, movies, or restaurants, Morningstar rates mutual funds on a scale of 1 to 5 stars, where 1 star is the worst rating and 5 stars is the best.
| Ticker | Name | 5-year return (%) |
|---|---|---|
| PBFDX | Payson Total Return | 16.73% |
| FGRTX | Fidelity Mega Cap Stock | 16.52% |
| STSEX | BlackRock Exchange BlackRock | 16.27% |
| USBOX | Pear Tree Quality Ordinary | 16.13% |
Vanguard S&P 500 ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, VOO is a great option for investors seeking exposure to the Style Box - Large Cap Blend segment of the market.
| Fidelity Fund | 10-year Annualized Return |
|---|---|
| Fidelity Nasdaq Composite Index Fund (FNCMX) | 15.2% |
| Fidelity OTC Portfolio (FOCPX) | 16.2% |
| Fidelity Blue Chip Growth Fund (FBGRX) | 16.6% |
| Fidelity Select Software and IT Services Portfolio (FSCSX) | 17.2% |
What are the 10 best stocks to buy right now?
- British American Tobacco BTI.
- Imperial Brands IMBBY.
- Reckitt Benckiser Group RBGLY.
- Pfizer PFE.
- Anheuser-Busch InBev BUD.
- Polaris PII.
- Ambev ABEV.
- Estee Lauder EL.
| Stock | Expected Change in Stock Price* |
|---|---|
| Tesla Inc. (TSLA) | 61% |
| Mastercard Inc. (MA) | 14.2% |
| Salesforce Inc. (CRM) | 7.2% |
| Advanced Micro Devices Inc. (AMD) | 11.3% |
Partners on this page provide us earnings. If you are an active and value investor, Morningstar is the perfect investment research service for you. They have extensive research on everything from mutual funds to bonds, covering more than 620,000 investments.
Overall Rating
Morningstar has awarded this fund 3 stars based on its risk-adjusted performance compared to the 686 funds within its Morningstar Category.
Morningstar Investor offers a range of benefits that can make it a valuable tool for various types of investors. Its key strengths include: In-depth, independent analysis of a wide array of investment options. Advanced portfolio management tools to track and optimize investments.
Customers value detail
5-star reviews show that customers love your business, but they often don't tell the full story. In order to get the full story, customers like reading reviews that were less than 5-stars. A 4-star review is likely to give some positives and negatives of using your business.
Examples of Five-Star Reviews
The customer service was outstanding, and the product was exactly what I was looking for.” “I was so pleased with the service I received from this business. They went above and beyond to help me find the perfect item.” “I was very impressed with the quality of the product I received.
How the 5-star score is calculated. 5-star calculations are a simple average — adding all of your individual scores and dividing by the number of individual responses.
Morningstar, Inc. (MORN) is a leading provider of financial information via Internet, software, and print-based products to individual, professional, and institutional investors. Its largest competitors in the financial information sector are Bloomberg, L.P., MarketWatch, Inc., and Thomson Reuters Corp.
Which 5 star mutual funds have 10 year performance?
Five large cap mutual funds that gave the highest return in the past 10 years are Nippon India Large Cap Fund which gave 17.09% returns, followed by Mirae Asset Large Cap Fund with 16.99% return. The other three are ICICI Prudential Bluechip Fund, SBI Bluechip Fund and HDFC Top 100 Fund.
The Morningstar Risk rating is an assessment of the past downside risk a fund has exhibited relative to other offerings in its category, as evidenced by its monthly returns.
- High-yield savings accounts.
- Money market funds.
- Short-term certificates of deposit.
- Series I savings bonds.
- Treasury bills, notes, bonds and TIPS.
- Corporate bonds.
- Dividend-paying stocks.
- Preferred stocks.
BlackRock Exchange Portfolio (STSEX)
Easily one of the top-rated examples of the safest mutual funds, the BlackRock Exchange Portfolio (MUTF:STSEX) seeks long-term growth of capital and consequent long-term growth of income, per its prospectus.
Artemis Income, Liontrust UK Growth and iShares Corporate Bond Index are the latest funds to become the most recommended by best-buy lists in 2024.
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