These Funds Are Better Than Their Low Star Ratings

Plus: How the Largest US Stock Funds Did Last Quarter, How ARK Innovation’s Poor Execution Undermines Its Aspirations, and more.and [Morningstar](?utm_source=eloqua&utm_medium=email&utm_campaign=newsletter_fundspy&utm_content=53116&elqTrackId=73235847481d4636a677a941f9c895f8&elq=5a8cd205d867411283b990571bdb3d62&elqaid=53116&elqat=1&elqCampaignId=26891) [Fund Spy] Fund Spy April 4, 2024 [These Funds Are Better Than Their Low Star Ratings]( We like these funds even if the Morningstar Rating doesn’t. Russel Kinnel [Find Out More]( Share: [facebook]( [twitter]( [linkedin]( ADVERTISEMENT [media]( [media] [How the Largest US Stock Funds Did Last Quarter]( During Q1 2024, Fidelity Contrafund led on performance while the QQQ lagged. [Get Insights]( [These Growth Funds Continued to Shine in Q1 2024]( Funds with more exposure to AI stocks tended to fare better than peers. [Read Now]( [3 Great Value Funds for 2024]( Find the right fund to suit your portfolio. [See the Funds]( [How ARK Innovation’s Poor Execution Undermines Its Aspirations]( The fund is more vulnerable than visionary. [See More]( [JPMorgan Core Bond’s Deep Team and Disciplined Approach Earn It an Upgrade]( Also, complexity hurts a JHancock target-date series’ Process rating, and other highlights from March’s ratings activity. [Read Now]( [Which Alternatives Fit Into Your Portfolio?]( Learn how different strategies can enhance diversification. [Explore Strategies]( [Q1 2024 In Review and Q2 Market Outlook]( Our analysts put the first-quarter performance trends for stock sectors, bonds, and funds into perspective—and look ahead with a fresh market outlook for the second quarter. [Deeper Dive]( [The FDIC to Index Funds: I’m Watching You]( For the first time, indexers face federal scrutiny. [Read the Commentary]( [Bond Funds Post Mixed Results in 2024’s First Quarter]( Rising yields crush Treasuries but elevate bank loans. [Read Now]( Evaluate Like an Analyst With Morningstar Investor Understand stocks from all angles with Morningstar Investor's powerful––and proven––investment ratings and research. Find and compare stocks using our comprehensive valuation and performance metrics and get our continuous, unbiased take on thousands of companies. Investor is your one-stop shop for making better investment decisions. [Start your free trial today](. Stay connected: [twitter]( [facebook]( [linkedin]( [instagram]( [YouTube]( [Apple News]( [View online]( | [See all newsletters]( | [Share your feedback]( [Unsubscribe]( from this newsletter. Or update your [email preferences](. © 2024 Morningstar, Inc. All Rights Reserved. 22 W. Washington St. Chicago, IL 60602