Best- And Worst-Performing Funds of 2024 - Morningstar

Jan 7, 2025 · The fund rose 45.04% in 2024, a gain that beat the 8.96% return of the average fund in that Morningstar Category, leaving it in the first percentile for performance.

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Best- And Worst-Performing Funds Of 2024 - Morningstar

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Jan 7, 2025 · The fund rose 45.04% in 2024, a gain that beat the 8.96% return of the average fund in that Morningstar Category, leaving it in the first percentile for performance.

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Top-Performing Stock ETFs Of 2024 - Morningstar

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Jan 7, 2025 · The seventh-best-performing ETF in 2024 was the $303 million Natixis Loomis Sayles Focused Growth ETF. The actively managed Natixis ETF returned 38.23%, …

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Worst-Performing Stock ETFs Of 2024 | Morningstar

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Jan 7, 2025 · The worst-performing ETF in 2024 was the $8.1 billion Pacer US Small Cap Cash Cows 100 ETF, which lost 7.45%. The passively managed Pacer ETF underperformed the …

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Why 2024 Was A Strong Year For Equity Funds | Morningstar

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Jan 2, 2025 · Morgan Stanley Institutional Growth MSEQX was among the best-performing mid-growth funds in 2024. The fund’s 46.6% gain beat 97% of its peers. ... the worst-performing of …

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The Worst-Performing ETFs Of 2024 | Morningstar

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Jan 8, 2025 · The worst-performing ETF in 2024 was the C$19 million Harvest Clean Energy ETF, which lost 21.33%. The actively managed ETF underperformed the average 23.50% gain on …

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Best And Worst Performing Funds In July 2024 | Morningstar

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Aug 6, 2024 · The Three Worst Performing Funds in July. Liontrust Global Technology Fund. Morningstar Medalist Rating: Neutral Fund Size: £208.2 million Ongoing Charge: 0.87%. The …

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Best And Worst Performing Funds In 2024 So Far

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Jul 3, 2024 · The best-performing fund was up 30.45% and a total of 545 funds have grown in the double digits so far this year. The worst performer was down 20.40%, but only 20 funds in total …

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Best And Worst Performing Funds In 2024 So Far

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Jul 3, 2024 · funds in our dataset (Morningstar rated and available for sale in the UK) are up this year. The best-performing fund was up 30.45% and a total of 545 funds have grown in the …

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The Worst-Performing ETFs Of 2024 - Morningstar

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6 days ago · The worst-performing ETF in 2024 was the £33 million Invesco Solar Energy, which lost 35.99%. The passively managed Invesco ETF fell further than the average 10.94% loss on …

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Best- And Worst-Performing UK Investment Trusts Of 2024

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Jan 8, 2025 · JP Morgan American JAM is the best performing investment trust under Morningstar coverage for the second year in a row, with a share price gain of 31.55% in 2024, following on …

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How The Largest Bond Funds Did In 2024 | Morningstar

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Jan 6, 2025 · The TIPS fund was the best performer in its category, ranking in the 23rd percentile, while the worst-performing fund relative to its category was the $58 billion Vanguard Short …

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FAQs about Best- And Worst-Performing Funds of 2024 - Morningstar Coupon?

How did Morningstar fund perform in 2024?

The fund rose 45.04% in 2024, a gain that beat the 8.96% return of the average fund in that Morningstar Category, leaving it in the first percentile for performance. The fund beat its benchmark—the Morningstar Global All Cap Target Market Exposure Index—by 25.49 percentage points. ...

What are the worst-performing funds in 2024?

Past performance is not a guide to future performance. One clear theme emerged among the worst-performing funds this year: Latin American equities, with this sector accounting for eight of the 10 worst funds available on our platform in 2024. The FTSE Latin America index, in sterling, is down just over 20% this year. ...

Which US stock funds have the best performance in 2024?

For the largest active US stock funds, the biggest differentiator for performance was exposure to some mega-cap names that led the stock market higher in 2024. The clearest example is Fidelity Contrafund, which sports a 15.2% weight in Meta. ...

What are the top-performing Stock ETFs in 2024?

In 2024, the top-performing stock ETFs included large blend fund Invesco S&P 500 Momentum ETF SPMO and large growth fund American Century Focused Dynamic Growth ETF FDG. Data in this article is sourced from Morningstar Direct. ...

What are the best ETFs in 2024?

Invesco S&P 500 Momentum ETF and American Century Focused Dynamic Growth ETF were among the best-performing ETFs in 2024. Stock exchange-traded funds, or equity ETFs, are often low-cost, tax-efficient instruments for investors to track popular indexes or leverage experienced manager choices to beat the market. ...

What was 2024 like for investors?

2024 was a banner year for those who invested in the most widely held stock funds, with many of the largest index funds outperforming the competition. For actively managed strategies, performance often came down to their exposure to a handful of the biggest stocks. ...