Morningstar Guide to Mutual Funds
5-star Strategies for Success
Published on 12. January 2004
Book
Paperback/Softback
304 pages
978-0-471-47141-7 (ISBN)
Description
This is the national business bestseller now available in paperback! "Morningstar Guide to Mutual Funds", the paperback edition of the "Business Week" and "The Wall Street Journal" business bestseller, provides today's investor with the tools and advice needed to build and maintain a profitable mutual fund portfolio. This book allows readers to take an objective and informed look at their investments and learn what mutual funds are, when and how they should be used, and what the advantages and disadvantages of investing in mutual funds are. Christine Benz (Chicago, IL) is Editor of "Morningstar FundInvestor", a monthly newsletter for investors as well as Coeditor of "Morningstar Funds 500", an annual publication covering 500 top mutual funds. Peter Di Teresa (Chicago, IL) is a senior mutual fund analyst with Morningstar, Inc. Russel Kinnel (Chicago, IL) is Director of mutual fund analysis for Morningstar, Inc.
More details
Edition
New edition
Language
English
Place of publication
New York
United States
Publishing group
John Wiley and Sons Ltd
Target group
College/higher education
Edition type
New edition
Dimensions
Height: 223 mm
Width: 142 mm
Thickness: 19 mm
Weight
340 gr
ISBN-13
978-0-471-47141-7 (9780471471417)
Copyright in bibliographic data is held by Nielsen Book Services Limited or its licensors: all rights reserved.
Schweitzer Classification
Other editions
New editions
Book
11/2007
2nd Edition
Wiley
€21.00
Shipment within 10-20 days
Additional editions
Christine Benz | Peter Di Teresa | Russel Kinnel
Morningstar Guide to Mutual Funds
5-Star Strategies for Success
E-Book
02/2003
Wiley
€11.99
Available for download
Previous edition
Christine Benz
Morningstar Guide to Mutual Funds
Book
12/2002
Wiley
€23.50
Article exhausted; check for reprint
Persons
CHRISTINE BENZ is Editor of Morningstar (R) FundInvestor TM , a monthly newsletter for investors, and Morningstar (R) Funds 500 TM , an annual publication covering 500 top mutual funds. PETER DI TERESA is a retirement plan consultant with Morningstar. He has written for the print publications Morningstar (R) Mutual Funds TM and Morningstar (R) FundInvestor TM , as well as the "Ask the Professor" column for Morningstar's Web site, Morningstar.com. RUSSEL KINNEL is Director of Mutual Fund Analysis for Morningstar, Inc. He writes the widely read "FundSpy" column for Morningstar.com, and manages Morningstar's team of mutual fund analysts. 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.
Content
PART ONE: HOW TO PICK MUTUAL FUNDS. Chapter 1. Know What Your Fund Owns. Chapter 2. Put Performance in Perspective. Chapter 3. Understand the Risks. Chapter 4. Get to Know Your Fund Manager. Chapter 5. Keep a Lid on Costs. PART TWO: HOW TO BUILD A PORTFOLIO. Chapter 6. Match Your Portfolio to Your Goals. Chapter 7. Put Your Portfolio Plan in Action. PART THREE: FIDING IDEAS FOR YOUR PORTFOLIO. Chapter 8. Find the Right Core Stock Fund for You. Chapter 9. Move Beyond the Core. Chapter 10. Find the right Bond Fund for You. Chapter 11. Finding the Right Fund Companies for You. PART FOUR: MONITORING YOUR PORTFOLIO. Chapter 12. Schedule Regular Checkups. Chapter 13. Know When to Sell. Chapter 14. Keep a Cool Head in Turbulent Markets. PART FIVE: BRINGING IT ALL TOGETHER: MORNINGSTAR PORTFOLIOS. Chapter 15. Look Inside Morningstar's Portfolios. PART SIX: MORE ON MUTUAL FUNDS: FREQUENTLY ASKED QUESTIONS. 1. How Does the Morningstar Rating for Mutual Funds Work? 2. What Should I do When My Fund Loses a Star? 3. How does Morningstar's Style Box Work? 4. How Do I Buy My First Fund? 5. What Should I do When My Fund Manager Leaves? 6. Should I Buy a Rookie Fund? 7. Should I Buy a Fund That's Closing? 8. Should I Buy a Fund That's Doing Really Well? 9. Should I Buy a Fund That's in the Dumps? 10. How Can I Pay Less in Taxes? 11. How Can I determine Whether a Fund Is Best for a Taxable Account or a Tax--Sheltered Account? 12. How Can I Find the Best Fund Supermarket? 13. How Can I find a Financial Planner? 14. How do I read a Fund's Prospectus? 15. What Do I Need to Know About the Statement of Additional Information? 16. How do I read a Fund's Shareholder Report? Recommended Reading. Other Morningstar Resources. Index.