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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 ...
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
On July 9, 1999, the Profit Fund was given a 5-star rating from Mutual Funds Magazine, and has provided rates of returns surpassing those of the S&P 500, Russell 1000, and Russell 2000. [3] On June 30, 2000, the Profit Fund was ranked Number 2 among 232 large-cap value funds with a three-year average annual return of 23.22%. [4]
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.
These filings show these funds' portfolio positions as of March 31st, 2020. Insider Monkey finished processing 821 13F filings submitted by hedge funds and prominent investors.
The bonds in this fund are generally exempt from federal income taxes, which is why the stated yield is lower than taxable funds. Yield: 4.27 percent. Expense ratio: 0.32 percent. Fund assets: $3. ...
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