Download or read book Morningstar Mutual Fund 500 written by Morningstar, Inc and published by McGraw-Hill Companies. This book was released on 2001-02 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: A world leader in objective, performance analysis of the mutual fund marketplace offers detailed information on 500 of today's most prominent funds, covering 14 points from fund history and fees to 25 top portfolio holdings, to help investors choose the funds that best suit their objectives and meet their requirements.
Download or read book Morningstar Mutual Fund 500 written by Morningstar Inc and published by Irwin Professional Publishing. This book was released on 1993-03 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: A world leader in objective, performance analysis of the mutual fund marketplace offers detailed information on 500 of today's most prominent funds, covering 14 points from fund history and fees to 25 top portfolio holdings, to help investors choose the funds that best suit their objectives and meet their requirements.
Download or read book Morningstar Funds 500 written by Morningstar Inc. and published by Wiley. This book was released on 2006-02-10 with total page 612 pages. Available in PDF, EPUB and Kindle. Book excerpt: Stewardship Grade Easily find funds that put you first Star Rating Quickly see how well a fund has balanced risk and return Historical Style Boxes See if a fund has invested consistently from year to year Over 50 Investment Categories Put together diversified portfolios, assess potential risk, and spot top funds within peer groups Manager Profile Know the qualifications of the people who are running each fund Results for up to 12 Years Easily evaluate a fund's performance Portfolio Holdings Review the top 20 holdings for each fund to see the securities that drive the performance Investment Style Boxes Quickly determine if a fund's true investment strategy matches your goal 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 Analysis Get independent insight into how and why a fund is a good choice—or a poor one Sector Weightings Avoid overconcentration in certain areas of the economy Expenses, Fees, Addresses, Phone Numbers Find everything you need to obtain more information before you invest in a fund Year-end fund reports from the world's foremost mutual fund expert In this completely new reference guide, you'll find the best information and independent opinion available on 500 of the largest and most popular mutual funds—the very funds you likely own or follow. Morningstar's Fund Reports are the industry standard and are trusted by financial professionals nationwide. Have a look inside to see how Morningstar's independent analysis, ratings, and detailed data can help you make better fund-investing decisions. This book can help you: Position your portfolio for a big 2006 Steer clear of "me-first" management Start a new portfolio You'll also benefit from: Morningstar's exclusive Analyst Picks An expanded management section Incisive, independent analysis For nearly 20 years, Morningstar has helped individuals and financial advisors make better investment decisions. Our information and analysis is trusted and independent, and provide a level of insight unavailable from other sources. For more information about other Morningstar products and services visit us online at www.morningstar.com.
Download or read book Morningstar Mutual Fund 500 written by and published by . This book was released on 1997 with total page 606 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Morningstar Guide to Mutual Funds written by Christine Benz and published by Wiley + ORM. This book was released on 2011-03-10 with total page 342 pages. Available in PDF, EPUB and Kindle. Book excerpt: GUIDE TO MUTUAL FUNDS SECOND EDITION "Picking actively managed mutual funds is no mean challenge. And as the recent era underscores, past performance is of little help. The Morningstar Guide to Mutual Funds helps cut through the fog with a solid volume of constructive information. The central message--'truly diversify, keep it simple, focus on costs, and stick with it'--is not only timeless, it is priceless." --John C. Bogle, founder and former CEO, The Vanguard Group "Successful investors know they must do their own due diligence. Morningstar has done much of that homework in this guide. Leave it to Morningstar to get it right, offering smart ways to pick, build and monitor a portfolio. It's a commonsense guide that should grace every investor's shelf." --Ted David, CNBC Anchor "There's nothing Morningstar doesn't know about mutual funds. And at last, for ready reference, there's a book. You'll find everything here you need to know about managing fund investments, inside or outside a 401(k)." --Jane Bryant Quinn, Newsweek columnist and author of Making the Most of Your Money
Download or read book Morningstar Funds 500 written by Morningstar Inc. and published by Wiley. This book was released on 2007-02-09 with total page 616 pages. Available in PDF, EPUB and Kindle. Book excerpt: Stewardship Grade Easily find funds that put you first. 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 consistently from year to year. Portfolio Holdings Review the top 20 holdings for each fund to see the securities that drive the performance. Investment Style Box Quickly determine if a fund's true investment strategy matches your goal. Over 50 Investment Categories Put together diversified portfolios, assess potential risk, and spot top funds within peer groups. Sector Weightings Avoid overconcentration in certain areas of the economy. Research from the world's foremost mutual fund expert In this completely new reference guide, you'll find the best information and independent opinion available on 500 of the largest and most popular mutual funds—the very funds you likely own or follow. Morningstar's Fund Reports are the industry standard and are trusted by financial professionals nationwide. And now you'll get this exclusive and valuable guidance updated all year long. Access 50 free fund reports at any time in 2007. Choose from 2,000 funds. This book can help you: Position your portfolio for a big 2007 Steer clear of "me-first" management Start a new portfolio You'll also benefit from: Morningstar's exclusive Analyst Picks An expanded management section Incisive, independent analysis For 20 years, Morningstar has helped individuals and financial advisors make better investment decisions. 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 www.morningstar.com.
Download or read book Morningstar Mutual Fund 500 written by Morningstar, Inc and published by Irwin Professional Publishing. This book was released on 1996-01-01 with total page 525 pages. Available in PDF, EPUB and Kindle. Book excerpt: Fast becoming the standard reference for reliable mutual fund data, the Morningstar Fund 500, 1996 Ed. provides an unbiased look at 500 of the most promising mutual funds for 1996--based on performance, management record, and investment strategy. Each fund is covered in a thorough, full-page report.
Download or read book Morningstar Funds 500 written by Morningstar Inc. and published by Wiley. This book was released on 2008-02-08 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: In this completely new reference guide, you’ll find the best information and independent opinion available on 500 of the largest and most popular mutual funds—the very funds you likely own. Morningstar’s Fund Reports are the industry standard and are trusted by financial professionals nationwide. And now, you get this exclusive and valuable guidance all year long, with access to fifty free fund reports during any time in 2008. Choose from 2,000 funds.
Download or read book Morningstar Funds 500 written by Morningstar, Inc. and published by Wiley. This book was released on 2004-02-05 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: Who will you trust your mutual fund portfolio to this year? It’s a basic and important question, especially in the wake of recent fund company misdeeds. The place to go is Morningstar. Professional, sophisticated, and concerned investors like to have relied on Morningstar’s expertise for 20 years. In this completely new 2004 reference, you’ll find extensive coverage of the fund scandal. You’ll also have the best information available and independent opinion on 500 funds to help you build a diversified portfolio. It’s never been more important to go with the fund information leader. After all, your financial future is in the balance. You’ll benefit from this book if you’re: Starting a new fund portfolio Shaping up your portfolio in the wake of the bear market You’ll also benefit from: 140 extensive Morningstar Analyst Picks Tips for picking great funds A new expanded management section For nearly 20 years, Morningstar has helped individuals and financial advisors make better investment decisions. Our information and analysis is trusted and independent, and provides a level of insight unavailable form other sources. For more information about other Morningstar products and services visit us online at www.morningstar.com
Download or read book Morningstar Funds 500 written by Morningstar, Inc and published by Contemporary Books. This book was released on 2001-03 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This comprehensive reference contains detailed information on 500 of today's most prominent funds--covering 14 points from fund history and fees to 25 top portfolio holdings--to help investors choose the funds that best suit their objectives and meet their requirements.
Download or read book Morningstar Guide to Mutual Funds written by Christine Benz and published by John Wiley & Sons. This book was released on 2003-02-17 with total page 304 pages. Available in PDF, EPUB and Kindle. Book excerpt: Praise for Morningstar Guide to Mutual Funds "Picking actively managed mutual funds is no mean challenge. And as the recent era underscores, past performance is of little help. The Morningstar Guide to Mutual Funds helps cut through the fog with a solid volume of constructive advice. The central message-'truly diversify, keep it simple, focus on costs, and stick with it'-is not only timeless, it is priceless." -John C. Bogle, founder and former CEO, The Vanguard Group "There's nothing Morningstar doesn't know about mutual funds. And at last, for ready reference, there's a book. You'll find everything here you need to know about managing fund investments, inside or outside a 401(k)." -Jane Bryant Quinn, Newsweek columnist and author of Making the Most of Your Money "All serious mutual fund investors know that Morningstar is the source of impeccable data and sound investment advice. This book is the culmination of nearly two decades of research, analysis, and good old commonsense wisdom." -Tyler Mathisen, financial journalist, CNBC "Momentum investing, the hype in NASDAQ, the dot-com mania are mostly behind us. Now, we must navigate through the market debris. We need a compass as we look to allocate our financial resources in a way best suited to maintain purchasing power and fully fund retirement. The Morningstar Guide will help investors find true north and steer a course to reach their long-term financial goals." -Mario J. Gabelli, Chief Investment Officer Gabelli Asset Management, a publicly traded company "A generation of investors who took the stock market for granted now know how important it is to understand-and control-their own investments. The Morningstar Guide should be their most important resource." -Terry Savage, Chicago Sun-Times financial columnist and author of The Savage Truth on Money
Download or read book Morningstar Funds 500 written by and published by . This book was released on with total page 606 pages. Available in PDF, EPUB and Kindle. Book excerpt: Rates five hundred mutual funds and provides information on category, quarterly performance, manager strategy, fund history, risk analysis, performance analysis, holdings, total cost, and tax analysis.
Download or read book Find the Right Mutual Funds written by Christine Benz and published by Wiley. This book was released on 2004-12-29 with total page 228 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Morningstar Investment Coach: Finding the Right Funds allows readers to take their first steps in the world of mutual funds with confidence. Filled with informative topics such as how to purchase a fund and how to find a fund's total return, as well as important fund documents, this guide has been designed to give readers a solid mutual fund investing foundation.
Download or read book Fund Spy written by Russel Kinnel and published by John Wiley & Sons. This book was released on 2009-03-23 with total page 192 pages. Available in PDF, EPUB and Kindle. Book excerpt: Author Russel Kinnel walks readers through the handful of key factors they need to pick winning funds. Armed with the quantitative data and qualitative research, they will gain the confidence to pick great funds for the long-term. This book will be accompanied by a web-based tool created by Morningstar, which will enable readers to evaluate their own funds using Kinnel's criteria. Written in a fun and accessible manner, The Fund Spy offers Kinnel's unique insight as a 14-year Morningstar fund analyst. He speaks plainly about the conflicts that can go against investors' interests, explaining how to avoid traps and push out the slick sales pitches facing today's investors. He also offers several "10 lists," which provide quick answers to investors' most common questions (e.g., the Top 10 Funds to Recommend to Relatives, the 10 Best Contrarian Managers, the 10 Most Overrated Managers).
Download or read book Mutual Fund 500 written by Morningstar, Inc and published by McGraw-Hill Companies. This book was released on 1999-02 with total page 618 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Morningstar Mutual Fund 500 1997 1998 written by Morningstar Inc and published by Irwin Professional Publishing. This book was released on 1997-01-01 with total page 606 pages. Available in PDF, EPUB and Kindle. Book excerpt: A guide to 500 top mutual funds selected by Morningstar editors and representing a spectrum of investment choices from basic blue-chip funds to real-estate and Latin American funds. The one page reports show what the fund actually owns, how it stacks up against the broad and narrow competition, the total cost statistic, quarterly performance dating back to 1989, standard deviation, risk, and a diversification table indicating how each fund might interact with other funds in a portfolio. Includes a users guide. Annotation copyrighted by Book News, Inc., Portland, OR
Download or read book MorningstarStocks 500 written by Morningstar, Inc. and published by Wiley. This book was released on 2005-02-10 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: A handy reference to the top 500 stocks in the market Morningstar Stocks 500 provides readers with comprehensive one-page reports that contain the essential information investors need to understand a company and its stock. Each page summarizes what the company does, how its past growth stacks up to its industry peers, how high its profitability has been, and how strong its finances are. Morningstar Stocks 500 also includes exclusive Morningstar tools-such as star ratings for stocks and stock grades.
