Expert and independent guidance on selecting the best funds for your portfolio.
You have a lot riding on your fund investments. So it’s only good sense to get your information from the acknowledged fund expertMorningstar. Our analysts present a diverse selection of funds ideal for building and maintaining a diversified portfolio. Our comprehensive one-page reports include historical and year-end information. Plus each contains a written Analyst Report detailing a fund’s strengths and weaknesses. This year, take control of your investments and your future with Morningstar’s help.
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
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- 140 exclusive Morningstar Analyst Picks
- Tips for picking great funds
For nearly 20 years, Morningstar has helped individuals and financial advisors make better investment decisions. Our information and analysis is trusted, independent, and provides a level of insight unavailable from other sources.
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About the Author
Christine Benz is a coauthor of the Morningstar® Guide to Mutual Funds: Five Star Strategies for Success (Wiley, 2003) and editor of the Morningstar® FundInvestorTM newsletter. She comments on funds and fund investing regularly on CNBC.
Scott Cooley is editor of Morningstar® Mutual FundsTM, the premier semi-monthly reporting service for financial advisors and serious independent investors. His views on the fund industry and individual funds appear frequently in major financial publications such as The Wall Street Journal.
Table of Contents
The Year in Review.
Lessons From the Bear Market.
Putting Our New Sectors to Work for You.
Managers Who Add Value.
15 Great Funds for the Future.
How to Use This Book.
TABLES AND CHARTS.
Performance Summary–1988 through 2002
Leaders and Laggards–Domestic Equity.
Leaders and Laggards–International Equity.
Leaders and Laggards–Fixed Income.
How the Biggest Funds Have Fared.
Lowest Expense Ratio.
Lowest Turnover Rate.
Fund Name Changes.