Katherine Lynch

More From Katherine Lynch

How the Largest Bond Funds Did in the First Quarter

Vanguard Total International Bond Index and MetWest Total Return Bond were among the best performers.

Katherine Lynch Apr 5, 2023

How the Largest Stock Funds Did in the First Quarter

Fidelity Contrafund, Invesco QQQ lead the pack, while Vanguard Value Index lags.

Katherine Lynch Apr 4, 2023

For Bond-Fund Investors, Credit Risk Suddenly Matters

The banking crisis has pushed the quality of funds’ bond holdings into the spotlight.

Katherine Lynch Mar 30, 2023

Which Funds Are Taking Big Losses on First Republic Bank Stock?

A wide range of actively managed stock funds had outsize bets on the struggling bank.

Katherine Lynch Mar 15, 2023

Which Funds Are Taking the Biggest Hit on Silicon Valley Bank and Other Bank Stocks?

Regional-bank ETFs post large declines, and even some diversified funds suffer from financials exposure.

Katherine Lynch Mar 13, 2023

5 Short-Term Bond Funds That Disappointed Investors

These funds made a bad year worse, offering a lesson for investors.

Katherine Lynch Mar 8, 2023

Markets Brief: Why Fourth-Quarter Earnings Turned South

Poor results from retailers, media, and entertainment companies are dragging down earnings growth.

Jakir Hossain Feb 24, 2023

Why Are Bonds Selling Off Again?

Fading optimism about friendlier Fed policy has bond yields heading back to where they started the year.

Lauren Solberg Feb 22, 2023

5 Ultra-Short-Term Bond Funds With High Yields

Rising interest rates have made these low-risk funds a more attractive destination for cash.

Katherine Lynch Feb 22, 2023

Are Municipal Bonds an Attractive Option for Income Investors?

With state and local government coffers flush, the fundamentals appear strong for munis.

Katherine Lynch Feb 10, 2023

10 Outperforming Actively Managed Stock ETFs

Low-volatility strategies and energy-heavy portfolios helped these hybrid fund strategies deliver for investors.

Katherine Lynch Jan 27, 2023

Where Investors Put Their Money in 2022

Despite a bear market for stocks, and the worst bond market in history, fund investors for the most part stayed the course.

Katherine Lynch Jan 20, 2023

Why Are These Big Index Funds Underperforming?

Vanguard Total Market Index, Vanguard Short-Term Corporate Bond ETF, and iShares iBoxx $ Investment Grade Corporate Bond ETF among the laggards.

Katherine Lynch Jan 12, 2023

How the Largest Bond Funds Did in 2022

Rising rates inflicted record losses on the most widely owned bond funds, but some actively managed bond funds fared somewhat better.

Katherine Lynch Jan 4, 2023

How the Largest Stock Funds Performed in 2022

Total market funds lagged, while value and dividend-focused strategies remained buoyant.

Katherine Lynch Jan 3, 2023

2022’s Best-Performing Bond Funds

Just about the only safe haven from rising rates were these ultrashort bond funds.

Katherine Lynch Dec 21, 2022

2022’s Best-Performing U.S. Stock Funds

These stock funds are the winners in recent years.

Katherine Lynch Dec 20, 2022

Vanguard Slipping to Second Place in Fund Flows Race

After 15 years, Vanguard set to yield the top spot to iShares, thanks to active fund outflows.

Katherine Lynch Dec 14, 2022

Alternative Funds Are Winners in 2022

Many alternative strategy funds are successfully playing defense for investors in a brutal market.

Katherine Lynch Dec 8, 2022

Value Managers Tiptoe Into Tech Stocks

Growth stocks like Microsoft, Amazon, and Alphabet are finding their way into a handful of value stock portfolios.

Katherine Lynch Nov 30, 2022

Markets Brief: 3 Takeaways From Third-Quarter Earnings

Amid weaker earnings results across the market, stocks that fell short took a bigger beating.

Jakir Hossain Nov 11, 2022

12 Top-Performing Bond Funds With High Yields

With bond yields at their best levels in years, a look at what some Morningstar Medalist funds have to offer investors.

Katherine Lynch Nov 7, 2022

4 Steps to Building a Sustainable Portfolio

Carole Hodorowicz Nov 7, 2022

Which Funds Took a Big Hit From Meta’s Stock Collapse?

Fidelity funds, Oakmark Select are among those dented by the woes of Facebook’s parent company.

Jakir Hossain Oct 28, 2022

Investors Show Few Signs of Throwing in the Towel on Stocks

Stock fund managers have raised cash as investors put money to work, but investors are still choosing U.S. equity funds.

Katherine Lynch Oct 27, 2022

What Tesla Stock’s 50% Decline Means for the Market

Tesla’s size, wide price swings, and fervent fanbase give the company an outsize impact on many investors’ portfolios.

Sandy Ward Oct 18, 2022

Why Preferred Stock Funds Are Looking Attractive for Income Investors

Dividend stocks pay more than the yields on bonds, but also come with risks.

Katherine Lynch Oct 17, 2022

How Did the Largest Bond Funds Do in Q3?

Some funds saw a fourth consecutive quarter of losses.

Katherine Lynch Oct 6, 2022

How the Largest Stock Funds Did in the Third Quarter

These funds clocked their third-consecutive negative quarter.

Katherine Lynch Oct 4, 2022

Why 2022 Has Been Such a Terrible Year for Bond Funds

This could become bond funds’ worst year on record.

Katherine Lynch Sep 25, 2022

More About Katherine Lynch

Katherine Lynch was a data journalist for Morningstar. She covers mutual fund and exchange-traded fund trends and creates educational content for new investors.

Lynch joined Morningstar in 2018 through the Morningstar Development Program for new graduates. She worked as a support representative for Morningstar Office and Direct clients.

Prior to joining Morningstar, Lynch studied economics and philosophy at Creighton University in Omaha, Nebraska.