Morningstar Funds 500: 2007

Front Cover
Wiley, Feb 9, 2007 - Business & Economics - 610 pages
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Stewardship Grade
Easily find funds that put you first.

Manager Profile
Know the qualifications of the people who are running each fund.

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.

Star Rating
Quickly see how well a fund has balanced risk and return.

Results for Up to 12 Years
Easily evaluate a fund's performance.

Morningstar's Take
Get independent insight into how and why a fund is a good choice—or a poor one.

Expenses, Fees, Addresses,Phone Numbers
Find everything you need to obtain more information before you invest in a fund.

Historical Style
Boxes See if a fund has invested consistently from year to year.

Portfolio Holdings
Review the top 20 holdings for each fund to see the securities that drive the performance.

Investment Style
Box Quickly determine if a fund's true investment strategy matches your goal.

Over 50 Investment Categories
Put together diversified portfolios, assess potential risk, and spot top funds within peer groups.

Sector Weightings
Avoid overconcentration in certain areas of the economy.

Research 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. And now you'll get this exclusive and valuable guidance updated all year long. Access 50 free fund reports at any time in 2007. Choose from 2,000 funds.

This book can help you:

  • Position your portfolio for a big 2007
  • 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 20 years, Morningstar has helped individuals and financial advisors make better investment decisions. Our trusted data and independent analysis provide a level of insight unavailable from other sources.

For more information about other Morningstar products and services, visit us online at www.morningstar.com.

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Contents

How To Use This Book
10
The Best Funds for 20U7
16
How We Choose Funds for the 509
18
Copyright

27 other sections not shown

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About the author (2007)

Russel Kinnel is Morningstar's Director of Fund Research, editor of the monthly newsletter Morningstar FundInvestor, and a frequent contributor to Morningstar.com.

Scott Berry is Morningstar's Associate Director of Mutual Fund Analysis and editor of Morningstar Mutual Funds, the firm's flagship print publication, and a frequent contributor to Morningstar.com.

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