Performance is based on 3-year average annualized return. Funds with high return are defined as those whose return is above the 80th percentile of all funds. While the year overall star rating formula seems to give the most weight to the year period, the most recent 3-year period actually has the greatest. While the year overall star rating formula seems to give the most weight to the year period, the most recent 3-year period actually has the greatest. Equity; Hybrid; Debt; Solution Oriented; Others. Filter · Historic Returns · Investment Returns · Monthly · Quarterly · Annual · Rank within Category · Point to Point. #5. in Large Growth. RETURNS (1-YR) EXPENSE RATIO TOTAL ASSETS$ # in Large Growth. RETURNS (1-YR) EXPENSE RATIO TOTAL ASSETS.
As of 6/30/ among Large Blend Funds based on risk-adjusted Returns. OVERALL, 1 YR, 3 YR, 5 YR, 10 YR, Since Inception. The Morningstar Rating does not include any adjustment for sales loads. The top 10% of products in each product category receive 5 stars, the next % receive. The overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its 3-, 5- and year (if applicable). The fund invests in ten Vanguard mutual funds, rather than in individual securities. Since-inception returns for less than 1 year and year-to-date returns. Ratings reflect a fund's risk-adjusted 3-, 5-, and year total returns, including any sales charge. A Fund is rated against all other funds in its category. 5. Overall rating 4 stars. funds in category for overall timeframe. funds. 10 year rating 5 stars. 99 funds in category for 10 year timeframe. 99 funds. 5. Don't Know Where to Begin? Fill in the prompts below to quickly search through the 10,+ funds available to find the right investment for you. 1 Year. Regular Direct. Funds. Rating. Riskometer. Return. Category. VR Opinion 5 star. Very High. High. EQ-LC. unlock fund advisor. 1,68, 1,52, Morningstar's latest mutual fund research and analysis. Get an inside look at the mutual fund industry and your favorite funds through the eyes of our. Ten of our mutual funds and ETFs were recognized with Fundata FundGrade A+ Awards, for consistent and outstanding risk-adjusted performance. 83% of our fixed income funds outperformed their respective Morningstar category averages over the trailing year period ended 06/30/ VIEW 4- & 5- STAR.
of our mutual funds had a year track record as of 6/30/ (includes Investor Class and I Class shares). 87 of these funds (73%) beat their. Explore T. Rowe Price Mutual Funds that have received 4- or 5-star overall ratings from Morningstar. Learn more about our strategic investing approach. The top 10% of funds in each fund category receive 5 stars, the next % receive 4 stars, the next 35% receive 3 stars, the next %. 1 Year, 3 Year, 5 Year, 10 Year, Since Fund Incept. *, Fund Incept. Date, Gross, Net The top 10% of funds in each category receive 5 stars, the next Again looking at Morningstar, the star methodology weights three- year performance more heavily than five- or ten-year performance (and if longer-term. Fund name · Symbol · YTD · 1 yr · 3 yr · 5 yr · 10 yr · Inception. The star rating is based on a fund's risk-adjusted return relative to similar funds over three-, five-, and year periods. Morningstar calculates the rating. 1 Yr, 3 Yr, 5 Yr, 10 Yr, Since Inception, NAV Distr, SEC 30 Day Sub, SEC 30 Day Unsub, Gross, Net, My Funds. Mutual Funds Performance Table. TOTAL RETURNS (%). Fidelity Mega Cap Stock Fund (FGRTX) · YTD performance: percent · Historical performance (annual over 5 years): percent · Expense ratio:
The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-year, five-year, and ten-year. The Overall Morningstar Rating™ is derived from a weighted average of the performance figures associated with a fund's 3-, 5-, and year (if applicable). A high rating does not imply positive performance. Class S, Class A. Thrivent Mutual Fund Name(Morningstar Category), Overall Morningstar Rating™, 3-Year, Performance figures for all Funds reflect contractual waivers and/or year rating for or more months of total returns. While the year overall star. Returns with Sales Charge ; %. 1-year return ; %. 5-year return ; %. year return.
A fund may also receive a five-year rating and a year rating, depending on the length of the fund's performance record. A fund also receives an Overall. The top 10% of products in each product category receive 5 stars, the next % receive 4 stars, the next 35% receive 3 stars, the next % receive 2 stars.
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