Why Investors Missed Out on 15% of Total Fund Returns

Plus: These 4 Fund Manager Mistakes Caught Our Attention [Morningstar](?utm_source=eloqua&utm_medium=email&utm_campaign=newsletter_fundspy&utm_content=56816&elqTrackId=81b02292dece4759baba798e8164b2c6&elq=f43199f323814dfc993af01668c0dcd4&elqaid=56816&elqat=1&elqCampaignId=28962&elqak=8AF5927CB0455E3A7CA6970A1196F47932910BFC4898E28FFC5591B93631F30A2525) [Fund Spy] Fund Spy August 15, 2024 [Why Investors Missed Out on 15% of Total Fund Returns]( And six actionable tips to work on closing the gap. Jeffrey Ptak [Find Out More]( Share: [facebook]( [twitter]( [linkedin]( ADVERTISEMENT [media]( [media] [These 4 Fund Manager Mistakes Caught Our Attention]( A single bad call doesn’t mean a manager is subpar, but we’re keeping a close eye on them. [Read Now]( [Looking to Address Climate Change With Your Investments? Try Green Bonds]( How to make an environmental impact with global fixed income. [Read Now]( [13 of the Best Fund Managers]( These high-conviction funds investing in large-cap stocks all earn Morningstar’s top rating in 2024. [Read Now]( [The Best iShares ETFs and BlackRock Funds]( These top-rated funds from BlackRock make excellent buy-and-hold investments for the long term in 2024 and beyond. [Read Now]( [What Is Shareholder Yield?]( The promises and pitfalls of this emerging investment factor. [Read Now]( [CITs Dethrone Mutual Funds as the Most Popular Target-Date Vehicle]( Top picks for target-date CITs and what the shift means for investors. [Read Now]( [Why Our Confidence in This Fidelity Fund Is Growing]( Plus other Morningstar Medalist Rating highlights from July. [Read Now]( [Municipal Bonds: Where to Find Opportunities in a Volatile Market]( Despite unusual market volatility, munis can provide a boon for shrewd bargain-hunters. [Read Now]( [The 60/40 Portfolio: Bonds Are So Back]( High-quality bonds show their mettle during recent market volatility. [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