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Morningstar Guide to Mutual Funds Five-Star Strategies for Success

ISBN-10: 0470137533

ISBN-13: 9780470137536

Edition: 2nd 2005 (Revised)

Authors: Christine Benz

List price: $21.95
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Description:

Morningstar Guide to Mutual Funds, 2nd Edition is completely revised and updated. Substantial changes have occured in the world of investing since the original book was released. Mutual fund scandals and exchange traded funds just to name two. What's more, Morningstar has created new sophisticated methods for analyzing and selecting mutual funds. Benz walks readers through all of this in Morningstar's characteristically straight forward and clear way. Through lively anecdotes and clear presentation of select financial information, this book helps readers build and maintain a profitable mutual-fund portfolio. After finishing this book, readers will be able to: -Answer the "why funds?" question -Find out how to find the right fund to meet investment needs -Get tips to help navigate through the fund purchase process -Learn how to construct a well-rounded portfolio of funds -Know how to conduct quarterly reviews of a fund and fund company -Recognize "yellow" and "red" flags and sell if necessary -Invest in a tax efficient manner
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Book details

List price: $21.95
Edition: 2nd
Copyright year: 2005
Publisher: John Wiley & Sons, Incorporated
Publication date: 10/26/2007
Binding: Paperback
Pages: 304
Size: 5.50" wide x 8.50" long x 0.75" tall
Weight: 0.990
Language: English

CHRISTINE BENZ is Editor of Morningstarr Mutual Funds, a bimonthly publication, and Morningstarr Funds 500, an annual book covering 500 top mutual funds. She has worked as a Morningstar analyst and editor since 1993, focusing on growth-oriented funds. Benz is widely quoted in the media and appears regularly on CNBC.MORNINGSTAR, INC., is a leading provider of investment research in the United States and in major international markets. The company offers an extensive line of Internet, software, and print-based products and services for individuals, financial advisors, and institutional clients. Morningstar provides data on more than 125,000 investment offerings, including stocks, mutual funds, and similar vehicles. The company has operations in sixteen countries.

Foreword
Acknowledgments
Introduction
How to Pick Mutual Funds
Know What Your Fund Owns
Put Performance in Perspective
Understand the Risks
Get to Know Your Fund Manager
Keep a Lid on Costs
How to Find Ideas for Your Portfolio
Find the Right Core Stock Funds for You
Move Beyond the Core: Using Specialized Stock Funds
Find the Right Core Bond Fund for You
Move Beyond the Core: Using Specialized Bond Funds
How to Build a Portfolio
Match Your Portfolio to Your Goals
Put Your Portfolio Plan into Action
Simplify Your Investment Life
Be Savvy When Seeking Advice
How to Monitor Your Portfolio
Schedule Regular Checkups
Know When to Sell
Keep a Cool Head in Turbulent Markets
More on Mutual Funds: Frequently Asked Questions
Recommended Reading
Other Morningstar Resources
Index