4 Big Fund Downgrades

Plus: What Can Private Funds Offer You? [Morningstar](?utm_source=eloqua&utm_medium=email&utm_campaign=newsletter_fundspy&utm_content=53633&elqTrackId=08686390ffb148c1a36b67cf0c90daf2&elq=017b6c6dcea0466db6bb203a40dbeb3a&elqaid=53633&elqat=1&elqCampaignId=27214) [Fund Spy] Fund Spy April 25, 2024 [4 Big Fund Downgrades]( These Morningstar Medalists have gone from great to simply good. Russel Kinnel [Get the List]( Share: [facebook]( [twitter]( [linkedin]( ADVERTISEMENT [media]( [media] [What Can Private Funds Offer You?]( The diversification benefits are modest, but the additional risks are not. [Find Out]( [How to Choose an Index Fund]( Index funds provide a way to efficiently cover a market. [Learn More]( [The Oldest Balanced Fund Is Still a Top Choice]( Vanguard Wellington dates to 1929 and is one of the best balanced funds. [See More]( [DXYZ: This Closed-End Fund Is Not Destiny’s Child]( What to know about the latest offering from this fund. [Get the Details]( [Amid Outflows, Fidelity and Vanguard a Bright Spot for US Sustainable Funds in Q1]( Two iShares ETFs account for half the withdrawals. [Read Now]( [TIPS Are on Sale]( It’s time to buy shares of TIPS funds, not redeem them. [Read Now]( [7 Top-Performing Large-Growth Funds]( The category’s gains have been led by returns from investments in tech stocks. [See the List]( [How Rising Interest Rates Change the Relationship Between Stocks and Bonds]( A closer link between the two asset classes reduces the benefit of including both in a portfolio. [See Key Findings]( [Investing in Times of Climate Change]( We examine the landscape of climate-focused funds, as options for investors balloon across the globe. [See the Best and Worst-Selling Climate Funds]( 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