Morningstar Funds 500: 2007
| Author | : | |
| Rating | : | 4.10 (884 Votes) |
| Asin | : | 0471786640 |
| Format Type | : | paperback |
| Number of Pages | : | 610 Pages |
| Publish Date | : | 2015-02-01 |
| Language | : | English |
DESCRIPTION:
About the Author Russel Kinnel is Morningstar's Director of Fund Research, editor of the monthly newsletter Morningstar FundInvestor, and a frequent contributor to Morningstar.Scott Berry is Morningstar's Associate Director of Mutual Fund Analysis and editor of Morningstar Mutual Funds, the firm's flagship print publication, and a frequent contributor to Morningstar.
Russel Kinnel is Morningstar's Director of Fund Research, editor of the monthly newsletter Morningstar FundInvestor, and a frequent contributor to Morningstar.Scott Berry is Morningstar's Associate Director of Mutual Fund Analysis and editor of Morningstar Mutual Funds, the firm's flagship print publication, and a frequent contributor to Morningstar.
Great info to help you understand the fund you are considering for investment While many people buy mutual funds because they find them easier than building their own portfolio of individual stocks, in fact buying into these funds is in some ways more complex than buying individual company stocks. How do you know what the fund in invested in (companies and sectors), fees, turnover, who the manager is, what their performance has been, how the fund has performed relative to its peers, and much more? It is not an easy task. This handy book provides you with loads of great information for 500 funds picked by Morningstar.This isn't to say that you should necessarily buy the funds listed here. Mornin. One of the best mutual fund books I have been buying Morningstar books for mutual funds since 2006. There are a lot of books about how/what mutual funds are, but this is the only kind available for evaluating PAST mutual funds performance. (The other one is from Lipper, which is only available from the web).Morningstar has a long history to keep track of mutual funds and ETFs data. This gives them an advantage to publish their views on various mutual funds. However, readers must be aware that the ratings are based on historical performance. Nobody can predict the market, but if a fund manager performs well over a long time, it is very likely he/she wi. J. Ellebracht said Excellent on the funds it covers. Wait for the new one.. I really enjoyed the analysis provided, it seemed to cover most of the bases I wanted to learn about, expenses, tax efficiency, volatility, returns.Obviously it gets dated. It appears to be published early in the year. Be sure to get the latest.
Our trusted data and independent analysis provide a level of insight unavailable from other sources.For more information about other Morningstar products and services, visit us online at morningstar.. And now you'll get this exclusive and valuable guidance updated all year long. Manager Profile Know the qualifications of the people who are running each fund.Tax Analysis Tax-adjusted returns and potential capital-gains exposure help you decide whether a fund is best suited as a tax-deferred or taxable investment.Star Rating Quickly see how well a fund has balanced risk and return.Results for Up to 12 Years Easily evaluate a fund's performance.Morningstar's Take Get independent insight into how and why a fund is a good choice—or a poor one.Expenses, Fees, Addresses,Phone Numbers Find everything you need to obtain more information before you invest in a fund.Historical Style Boxes See if a fund has invested co