Morningstar 5 star funds vanguard

    • [PDF File]Morningstar Fund Family 150 Report

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      Page 5 Source: Morningstar Research Services, Morningstar Direct. Data as of 6/30/2019 for open-end funds and exchange-traded funds available to investors in the United States. Please see the Appendix for information about the data in this report or contact Michael Laske at michael.laske@morningstar.com.


    • [PDF File]Six WisdomTree Domestic Dividend ETFs Receive a 5-Star ...

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      funds overall and in the last three years, and 1,030 funds in the last five years. With respect to these Large Value funds, the WisdomTree Total Dividend Fund, WisdomTree LargeCap Dividend Fund, and WisdomTree High Dividend Fund, received a Morningstar Rating of 5 stars for the three- and five-year periods, respectively.


    • [PDF File]R1 0810.qxp 8/4/10 5:03 PM Page 1 FundInvestor - Vanguard

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      Reprinted by permission of Morningstar. August 2010 • OPP-EBLSR www.morningstar.com. Reprinted by permission of Morningstar. ... For the class of 2008,we don’t yet have a star rating. For the purpose of this article, I focus on the gap between 1-and 5-star funds and cheapest and most expensive quintiles. How Expense Ratios Performed If ...


    • [PDF File]Vanguard STAR Fund

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      • Vanguard STAR Fund returned 0.54% for the 12 months ended October 31, 2018, behind its composite benchmark but ahead of the composite average return of its peer funds. ... U.S. Bond Funds (37.5%) Vanguard GNMA Fund Investor Shares 259,145,395 2,604,411


    • [PDF File]Vanguard STAR Funds Statement of Additional Information

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      Vanguard Funds Supplement Dated October 2, 2019, to the Statement of Additional Information Leadership Announcement Effective October 2, 2019, John Bendl has been appointed chief financial officer of the Vanguard funds.


    • Vanguard STAR Fund Fact Sheet

      Vanguard STAR Fund Plain talk about risk ... For more information about Vanguard funds, visit www.vanguard.com, or call 800-523-1188, to obtain a prospectus. Investment objectives, risks, charges, expenses, ... Vanguard Windsor Fund 8.5 Vanguard PRIMECAP Fund 7.0 Vanguard U.S. Growth Fund 6.9


    • [PDF File]Vanguard’s Principles for Investing Success

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      5 Figure 2. Investors tend to buy highly rated funds even as they underperform Notes: Morningstar ratings are designed to bring returns, risks, and adjustments for sales loads together into one evaluation. To determine a fund’s star rating for a


    • Franklin Templeton 4- and 5-Star Rated Mutual Funds

      Franklin Templeton 4-and 5-Star Rated Mutual Funds September 30, 2019 For Professional investor use only. Not to be distributed to retail investors. Not FDIC Insured May Lose Value No Bank Guarantee BLEND Franklin Rising Dividends Fund (FRDPX) Large Blend 3 1,222 4 1,086 4 825 22 FRANKLIN TEMPLETON FUNDS–CLASS A SHARES RECEIVED A 4-OR 5-STAR


    • [PDF File]Vanguard Target Retirement Target ... r.com

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      Vanguard's unswerving dedication to low costs makes this line-up one of the least expensive options around, allowing more of ... Morningstar evaluates mutual funds based on five key


    • OCTOBER 2019 Five Star Investment Ideas - PIMCO

      The Morningstar RatingTM for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and


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