Katherine Lynch | Morningstar

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More From Katherine Lynch

Which Funds Had Big Swings in 10-Year Performance Rankings?

There have been quite a few flip-flops in this turbulent year.

Katherine Lynch Dec 23, 2020

Quarterly Markets Summary: 7 Charts on Q3 Stock and Bond Markets

We share some highlights from this quarter.

Katherine Lynch Oct 7, 2020

Which U.S. Stock Funds Upped Their Technology Exposure The Most?

The average U.S. stock-fund allocation to IT and communication sectors is rising and some funds have increased exposure well above their benchmarks.

Katherine Lynch Sep 28, 2020

New ETFs Give Fixed-Income Investors Cheaper Options

We examine the 18 new entrants.

Katherine Lynch Sep 17, 2020

Value vs. Growth: At Midyear 2020, Value Falls Further Behind

Energy stocks helped hold back value.

Katherine Lynch Jul 13, 2020

Where to Find Low-Cost ESG Funds

Investing in sustainable funds doesn't have to cost more than traditional funds, thanks to a raft of newer funds with lower costs.

Katherine Lynch Jun 6, 2020

Stock Funds With the Biggest Change in First-Quarter Rankings

What can we learn from the jumps?

Katherine Lynch Apr 23, 2020

Quarter-End Markets Summary: From Record Highs to Worst Since ...

Here's a list of all the hits.

Tom Lauricella Apr 6, 2020

Putting the Stock Market Wipeout Into Perspective

Clients can be reminded where the market has been, not get caught up in the market headlines, and stay focused on their goals.

Tom Lauricella Mar 16, 2020

Fund Ranking Flip-Flops

The market turmoil has some funds seeing big moves in category ranks.

Katherine Lynch Mar 9, 2020

2019 Fund Flows in 9 Charts

A visual take on the ins and outs of last year's dollars.

Katherine Lynch Jan 15, 2020

Performance Across the Decade in 7 Charts

How has the decade stacked up for stocks and bonds?

Katherine Lynch Dec 18, 2019

Aramco Won’t Have Much Impact on Major Indexes. Here’s Why.

Most index-fund owners won’t notice a difference.

Tom Lauricella Dec 12, 2019

Funds Give WeWork Valuations the Ax

As the privately held coworking company struggles, funds have trimmed their views of what it, Airbnb, and other "unicorns" are worth.

Katherine Lynch Nov 21, 2019

Value Investing: A Deep Dive Into Performance

In part one of our three-part special report, we examine why value has underperformed growth so dramatically in recent years.

Tom Lauricella Oct 28, 2019

Trends in Star Ratings for U.S. Stocks

There were fewer opportunities as the third quarter ended.

Katherine Lynch Oct 12, 2019

How Funds With Hidden China Exposure Fared During the Latest Trade-War Sell-Off

Funds with the greatest business ties to China took outsize losses.

Katherine Lynch Aug 19, 2019

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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