Independent professional guidance on selecting the best mutual funds for your portfolio
Morningstar Funds 500 provides readers with one-page research reports on 500 of today's most notable mutual funds. This comprehensive resource includes exclusive Morningstar tools-such as star ratings, category ratings, and Morningstar Style Boxes-to quickly show how well each mutual fund has balanced risk and return as well as its historical investment record. Investors can then easily compare mutual funds and spot winners within peer groups.
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Table of Contents 2 Introduction
Year in Review 7 The Morningstar Fiduciary Grade for Funds
Managers Who Deliver the Goods
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10YrAvg 2nd Qtr 3rd Qtr 4th Qtr 5YrAvg Actual Fees Alpha Beta R-Squared Analysis Tax-Adj Rtn Asia X assets Morningstar's Take Auto Inv Plan Avg Avg Avg Best Fit Index Beta R-Squared Standard Bonds Capital Gain Exposure Current Investment Style Deviation Mean Sharpe Dividend Yield Expense Projections Expense Ratio Financial fund's Hardware Health Historical Profile Return Income Distrib Ind Mtrls Investment Values Management Fee Market Cap Mean Sharpe Ratio Measures Alpha Beta Measures Price/Earnings Price/Book Minimum Purchase Mo 1 Yr MSCI EAFE NTF Plans Performance Quartile Portfolio Analysis Portfolio Manager(s Potential Capital Gain Price/Book Price/Sales Price/Cash Price/Earnings Price/Book Price/Sales Price/Sales Price/Cash Flow R-Squared Standard Index Rank Cat Rating and Risk Return on Assets Return on Equity Risk vs Cat Rowe Price Rtn vs Cat Sales Fees Standard Deviation Standard Deviation Mean Subadvisor Tax Analysis Tax-Adj Telecom Total Rtn Tyco International Value Measures Price/Earnings X Japan Yr 3 Yr Yr estimated