Mutual fund and ETF info from Morningstar

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

Morningstar Category and Rating info

  • 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.

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