Morningstar Funds 500: Annual Sourcebook

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Wiley, Feb 5, 2004 - Business & Economics - 608 pages
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Who will you trust your mutual fund portfolio to this year?

It’s a basic and important question, especially in the wake of recent fund company misdeeds. The place to go is Morningstar. Professional, sophisticated, and concerned investors like to have relied on Morningstar’s expertise for 20 years. In this completely new 2004 reference, you’ll find extensive coverage of the fund scandal. You’ll also have the best information available and independent opinion on 500 funds to help you build a diversified portfolio. It’s never been more important to go with the fund information leader. After all, your financial future is in the balance.

You’ll benefit from this book if you’re:

  • Starting a new fund portfolio
  • Shaping up your portfolio in the wake of the bear market

You’ll also benefit from:

  • 140 extensive Morningstar Analyst Picks
  • Tips for picking great funds
  • A new expanded management section

For nearly 20 years, Morningstar has helped individuals and financial advisors make better investment decisions. Our information and analysis is trusted and independent, and provides a level of insight unavailable form other sources.

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

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Year in Review
How to Protect Yourself
Are Big Firms Earning Their Keep?

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About the author (2004)

Christine Benz is a coauthor of the Morningstar Guide to Mutual Funds: Five Star Strategies for Success (Wiley, 2003) and editor of Morningstar Mutual Funds,TM the firm's flagship print publication

Kunal Kapoor, CFA, is Director of Fund Analysis at Morningstar. He leads the firm's mutual fund analyst staff and regularly writes for

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