Morningstar Guide to Mutual Funds: Five-Star Strategies for Success / Edition 2

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Overview

Quality mutual fund guidance from a leader in the field
From one of the most trusted and respected names in the financial industry—Morningstar—comes Morningstar's Guide to Mutual Funds. This comprehensive guide is filled with lively anecdotes and a clear presentation of select financial information that will help readers build and maintain a profitable mutual fund portfolio. This book will allow investors to take an objective and informed look at their investments, as well as learn what mutual funds are, when and how they should be used, and what their advantages/disadvantages are. Packed with strong, independent guidance that has become a Morningstar hallmark, readers will learn a variety of important mutual fund facts and strategies as they progress through the text. This book will enable them to: answer the "why funds?" question; choose funds that meet their investment needs; navigate through the fund purchase process; and construct a well rounded portfolio of funds. Written with information for both the seasoned investor and the beginner, this concise guide unravels the tangle of information on mutual funds and presents a clear, easy-to-understand voice that readers can count on when they are looking to make wise mutual fund investment choices.

Author Biography: Don Philips (Chicago, IL) is the Managing Director of Morningstar and is currently responsible for formulating corporate strategy, research, media relations, and investor communications. He is regularly named one of the most influential people in the mutual fund industry. Phillips holds a bachelor's degree from the University of Texas and a master's degree from the University of Chicago. Morningstar Inc. (Chicago, IL) is a global investment research firm. It is known for the analysis and research it provides on stocks, mutual funds, ETFs, closed-end funds, and more.

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Product Details

  • ISBN-13: 9780471718321
  • Publisher: Wiley, John & Sons, Incorporated
  • Publication date: 9/23/2005
  • Series: Morningstar Guide to Mutual Funds Series
  • Edition description: REV
  • Edition number: 2
  • Pages: 304
  • Product dimensions: 6.34 (w) x 9.21 (h) x 1.08 (d)

Table of Contents

Foreword v
Acknowledgments ix
Introduction xi
Part 1 How to Pick Mutual Funds 1
Chapter 1 Know What Your Fund Owns 3
Chapter 2 Put Performance in Perspective 18
Chapter 3 Understand the Risks 27
Chapter 4 Get to Know Your Fund Manager 39
Chapter 5 Keep a Lid on Costs 68
Part 2 How to Find Ideas for Your Portfolio 81
Chapter 6 Find the Right Core Stock Funds for You 83
Chapter 7 Move Beyond the Core: Using Specialized Stock Funds 113
Chapter 8 Find the Right Core Bond Fund for You 134
Chapter 9 Move Beyond the Core: Using Specialized Bond Funds 148
Part 3 How to Build a Portfolio 159
Chapter 10 Match Your Portfolio to Your Goals 161
Chapter 11 Put Your Portfolio Plan into Action 169
Chapter 12 Simplify Your Investment Life 182
Chapter 13 Be Savvy When Seeking Advice 191
Part 4 How to Monitor Your Portfolio 197
Chapter 14 Schedule Regular Checkups 199
Chapter 15 Know When to Sell 207
Chapter 16 Keep a Cool Head in Turbulent Markets 218
Part 5 More on Mutual Funds: Frequently Asked Questions 229
Recommended Reading 277
Other Morningstar Resources 281
Index 283
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