MorningstarFunds 500: 2006

Front Cover
Wiley, Feb 10, 2006 - Business & Economics - 606 pages
0 Reviews
  • 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.

    For more information about other Morningstar products and services visit us online at

    From inside the book

    What people are saying - Write a review

    We haven't found any reviews in the usual places.


    Table of Contents 2 Introduction 4 Getting the Most Out of Star Ratings and Analyst Picks
    The Best Funds for
    A New Way to Measure Fund Asset Bloat

    25 other sections not shown

    Common terms and phrases

    About the author (2006)

    Christine Benz is the author of Morningstar Guide to Mutual Funds: Five Star Strategies for Success, 2nd Edition (Wiley, 2005) and editor of Morningstar Mutual Funds, the firm's flagship print publication.

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

    Bibliographic information