Mutual fund and ETF info from Morningstar

Yahoo Finance mutual fund and exchange traded fund (ETF) pages and profiles use information provided by market research and investment data group Morningstar. Use the information, including Morningstar's proprietary categories and ratings, to help you make informed investment decisions.

  An exchange-traded fund (ETF) is an investment fund like a mutual fund but is traded on a stock exchange.

Morningstar Category and Rating information

  • Category - based on the securities in the fund's portfolio.
  • Rating - based on performance compared to similar funds.
  • Risk Rating - based on variation in the fund's monthly returns compared to similar funds.