Morningstar Guide to Mutual Funds Five-Star Strategies for Success

by Benz, Christine

• ISBN13: 9780470137536
• ISBN10: 0470137533
• Edition: 2nd
• Format: Paperback
• Copyright: 2007-10-26
• Publisher: Wiley

Summary

Praise for Morningstar 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, Senior Anchor for CNBC Business Radio"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

Author Biography

Christine Benz is Director of Mutual Fund Analysis at Morningstar, where she manages a staff of thirty-five mutual fund analysts. Previously, she was the editor of Morningstar® FundInvestor, a monthly newsletter, as well as Morningstar® Funds 500, an annual publication covering 500 top mutual funds.

Morningstar, Inc., is a leading provider of investment research in the United States and in major international markets. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutional clients. Morningstar provides data on more than 125,000 investment offerings, including stocks, mutual funds, ETFs, closed-end funds, and much more. The company has operations in sixteen countries.

Table of Contents

Foreword	p. v
Acknowledgments	p. ix
Introduction	p. xi
How to Pick Mutual Funds	p. 1
Know What Your Fund Owns	p. 3
Put Performance in Perspective	p. 18
Understand the Risks	p. 27
Get to Know Your Fund Manager	p. 39
Keep a Lid on Costs	p. 68
How to Find Ideas for Your Portfolio	p. 81
Find the Right Core Stock Funds for You	p. 83
Move Beyond the Core: Using Specialized Stock Funds	p. 113
Find the Right Core Bond Fund for You	p. 134
Move Beyond the Core: Using Specialized Bond Funds	p. 148
How to Build a Portfolio	p. 159
Match Your Portfolio to Your Goals	p. 161
Put Your Portfolio Plan into Action	p. 169
Simplify Your Investment Life	p. 182
Be Savvy When Seeking Advice	p. 191
How to Monitor Your Portfolio	p. 197
Schedule Regular Checkups	p. 199
Know When to Sell	p. 207
Keep a Cool Head in Turbulent Markets	p. 218
More on Mutual Funds: Frequently Asked Questions	p. 229
Recommended Reading	p. 277
Other Morningstar Resources	p. 281
Index	p. 283
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