The Fund Spy: Morningstar's Inside Secrets to Selecting Funds that Outperform

Overview

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 ...

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Overview

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).

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Product Details

  • ISBN-13: 9780470414019
  • Publisher: Wiley
  • Publication date: 3/9/2009
  • Edition number: 1
  • Pages: 176
  • Sales rank: 840,701
  • Product dimensions: 6.10 (w) x 9.00 (h) x 1.00 (d)

Meet the Author

Russel Kinnel is Director of Mutual Fund Research for Morningstar and Editor of Morningstar® FundInvestor, a monthly newsletter for individual investors. He also oversees Morningstar's Fund Analyst Picks and Pans and writes the "Fund Spy" column for Morningstar.com. He joined the company in 1994 and holds a bachelor's degree in economics and journalism from the University of Wisconsin–Madison.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutions. Morningstar provides data on more than 290,000 investment offerings, including stocks, mutual funds, and similar vehicles. The company has operations in 18 countries and minority ownership positions in companies based in three other countries.

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Table of Contents

Foreword.

Preface.

Acknowledgments.

Chapter 1: The Remarkable Gap Between Winners and Losers.

Chapter 2: Does Your Manager Eat His Own Cooking?

Chapter 3: New Trading Cost Estimates Shed Light on a Big Mystery.

Chapter 4: The Power of Expense Ratios Is Greater Than You Think.

Chapter 5: How to Use Total Returns Wisely.

Chapter 6: Understanding Mutual Fund Strategies and Fundamental Risk.

Chapter 7: How to Find Good Managers and Avoid the Dodgy Ones.

Chapter 8: The Inside Scoop on No-Load Fund Companies.

Chapter 9: The Inside Scoop on Broker-Sold Fund Companies.

Chapter 10: Twenty Great Funds That Passed My Test.

Appendix A: The Best of Eleven Years of Fund Spies.

Appendix B: Vital Statistics on the 20 Funds That Passed Our Test.

Glossary.

About the Author.

Index.

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