Morningstar Funds 500
Morningstar, Inc., Christine Benz, Russ Kinnel
Résumé
- 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.
L'auteur - Morningstar, Inc.
Morningstar, INC. is a Chicago-based global investment research firm. Morningstar is known for its objective research and analysis on stocks, mutual funds, exchange-traded funds, closed-end funds, and more. Morningstar is an independent company and is the trusted source for individuals, financial advisors, institutions, and the news media.
L'auteur - Christine Benz
Christine Benz is Editor of Morningstar® FundInvestorTM, a monthly newsletter for investors, and Morningstar® Funds 500TM, an annual publication covering 500 top mutual funds.
Sommaire
- Introduction
- Getting the Most Out of Star ratings and Analyst Picks
- The Best Funds for 2006
- A New Way to Measure Fund Asset Bloat
- Managers Who Deliver the Goods
- Putting Fund Manger Changes in Perspective
- How to Use This Book
- Analyst Picks and Pans
- Analyst Picks
- Analyst Pans
- Report Pages
- Report Pages
- Tables and Charts
- Performance Summary
- Performance Summary - 1991 through 2005
- Leaders and Laggards - Domestic Equity
- Leaders and Laggards - International Equity
- Leaders and Laggards - Fixed Income
- Benchmark Averages
- Lowest Expense Ratio
- Lowest Turnover Rate
- Best Five-Year Tax Adjusted Returns
- Fund Name Changes
- Summary Pages
- Domestic-Equity Funds
- International-equity Funds
- Fixed-Income Funds
- Supplementary Information
- Glossary
- Fund Index
- Manager Index
Caractéristiques techniques
| PAPIER | |
| Éditeur(s) | Wiley |
| Auteur(s) | Morningstar, Inc., Christine Benz, Russ Kinnel |
| Parution | 22/03/2006 |
| Nb. de pages | 606 |
| Format | 21,5 x 27,5 |
| Couverture | Broché |
| Poids | 1340g |
| Intérieur | Noir et Blanc |
| EAN13 | 9780471743361 |
| ISBN13 | 978-0-471-74336-1 |
Avantages Eyrolles.com
Consultez aussi
- Les meilleures ventes en Graphisme & Photo
- Les meilleures ventes en Informatique
- Les meilleures ventes en Construction
- Les meilleures ventes en Entreprise & Droit
- Les meilleures ventes en Sciences
- Les meilleures ventes en Littérature
- Les meilleures ventes en Arts & Loisirs
- Les meilleures ventes en Vie pratique
- Les meilleures ventes en Voyage et Tourisme
- Les meilleures ventes en BD et Jeunesse
