Katherine Lynch | Morningstar

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More From Katherine Lynch

7 Charts on the Rapid Ascent of Active ETFs

Though tiny, active exchange-traded funds generated an outsize share of flows in 2021.

Katherine Lynch Feb 16, 2022

Bond Funds Start 2022 in a Sea of Red

As the Fed looks to raise interest rates, funds most sensitive to rate changes have been hit hardest.

Katherine Lynch Feb 1, 2022

Bitcoin ETF Investors Stick Tight Despite Crypto Rout

A 20% drop in bitcoin hasn't fazed the ETF's owners.

Katherine Lynch Jan 25, 2022

Investors Turn to Bonds and International Stocks

In 2021, these fund categories pulled in investor dollars.

Katherine Lynch Jan 18, 2022

Which U.S. Equity Funds Outperformed Their Benchmark the Most?

The small-cap growth benchmark gained only 2.8% in 2021, and six funds managed to best it by more than 25 percentage points.

Katherine Lynch Jan 14, 2022

Value vs. Growth Funds: Value's Revival Is Uneven

Value funds outperformed growth in 2021, but their advantage waned over the course of the year.

Katherine Lynch Jan 7, 2022

8 Charts on 2021 Market Performance

U.S. stocks post third year of double-digit gains but bonds falter.

Katherine Lynch Jan 3, 2022

Are You Making Less Than You Did Last Year Because of Inflation?

Your salary may be going up, but your purchasing power could be dropping.

Katherine Lynch Dec 13, 2021

This Year’s Outperforming Large-Growth Fund Managers

Few funds have been able to beat their benchmark as high-flying companies like Tesla drive benchmarks.

Katherine Lynch Dec 3, 2021

ARK Innovation Has Likely Been a Disappointment for Most Investors

Following a frenzy of inflows, investors are fleeing for the exits amid the fund's underperformance this year.

Katherine Lynch Nov 8, 2021

Is It Really a Bear Market for China Stocks?

The unusual structure of the Chinese market means the answer depends on where you’re investing.

Kate Lin Nov 3, 2021

4 Charts on BITO's First Day

The first bitcoin ETF launch lived up to the hype, even as investors are urged to be cautious.

Katherine Lynch Oct 20, 2021

How Exposed Is Your Fund to China?

The average emerging-markets fund has a big stake in Chinese stocks and took a hit in the third quarter.

Katherine Lynch Oct 8, 2021

Q3 Market Performance in 8 Charts

U.S. stocks and bonds remain little changed from the second quarter

Katherine Lynch Oct 4, 2021

Value Funds Hold Lead Over Growth Through Midyear

But signs build that the value rally has run out of steam.

Katherine Lynch Aug 6, 2021

Where Investors Are Putting Their Money in 2021

These seven charts show bond markets recovered, and stocks posted broad gains.

Katherine Lynch Jul 23, 2021

Q2 2021 Market Performance in 7 Charts

Bond markets recover and stocks post broad gains.

Katherine Lynch Jul 1, 2021

Are You Overpaying for Your Sector Fund?

Specialized sector funds can mean higher fees for investors.

Katherine Lynch Jun 18, 2021

9 Value Funds Whose Performance Has Flip-Flopped

These reversals highlight the spectrum of value strategies.

Katherine Lynch Apr 28, 2021

Value Funds Post Best Quarter vs. Growth in 20 Years

The long-term return gap between the two remains wide.

Katherine Lynch Apr 15, 2021

Q1 2021 Markets Summary: A Change in Leadership Across Stock and Bond Markets

Struggling investment classes and sectors turned in strong performances with hopes for progress against COVID-19.

Katherine Lynch Apr 6, 2021

Don't Be Impressed by Your Stock Fund's 50% Return

These eye-popping results highlight a major quirk in shorter-term rolling returns.

Katherine Lynch Mar 31, 2021

U.S. Equity Fund Family Fees Continue to Fall

Investors who stood firm were rewarded as the markets recovered, and then some.

Katherine Lynch Mar 30, 2021

One Year Since the Coronavirus Crash: U.S. Market Volatility and Performance in 7 Charts

Investors who stood firm were rewarded as the markets recovered, and then some.

Katherine Lynch Mar 17, 2021

Inside ARK Innovation's Big Stakes in Small Companies

This popular ETF stands apart from its peers with unusually large ownership of many stocks in its compact portfolio.

Katherine Lynch Feb 25, 2021

The Best-Performing ESG International-Equity Funds

These funds also stood out relative to their non-ESG peers in 2020.

Katherine Lynch Feb 3, 2021

Was Tesla Key to ESG Outperformance Last Year?

Maybe, but there were other factors at play.

Katherine Lynch Jan 26, 2021

Which U.S. Equity Funds Beat Their Benchmarks by the Widest Margin?

Our screens reveal a select list of equity funds that have achieved long-term excess returns.

Katherine Lynch Jan 14, 2021

Value vs. Growth: Widest Performance Gap on Record

Large-growth funds smashed large-value funds last year.

Katherine Lynch Jan 11, 2021

2020 Market Performance in 7 Charts

We take a closer look at the stock and bond markets in Q4 and more.

Katherine Lynch Jan 5, 2021

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.

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