Christine Benz is Director of Mutual Fund Analysis at Morningstar, where she manages a staff of thirty-five mutual fund analysts. Previously, she was the editor of Morningstar® FundInvestor, a monthly newsletter, as well as Morningstar® Funds 500, an annual publication covering 500 top mutual funds.
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, ETFs, closed-end funds, and much more. The company has operations in sixteen countries.
Part One: How to Pick Mutual Funds.
Chapter 1. Know What Your Fund Owns.
Chapter 2. Put Performance in perspective.
Chapter 3. Understand the Risks.
Chapter 4. Get to Know Your Fund Manager.
Chapter 5. Keep a Lid on Costs.
Part Two: How to Find Ideas For Y our Portfolio.
Chapter 6. Find the Right Core Stock Funds for You.
Chapter 7. Move Beyond the Core: Using Specialized Stock Funds.
Chapter 8. Find the Right Core Bond Fund for You.
Chapter 9. Move Beyond the Core: Using Specialized Bond Funds.
Part Three: How to Build a Portfolio.
Chapter 10. Match Your Portfolio to Your Goals.
Chapter 11. Put Your Portfolio Plan into Action.
Chapter 12. Simplify Your Investment Life.
Chapter 13. Be Savvy When Seeking Advice.
Part Four: How to Monitor Your Portfolio.
Chapter 14. Schedule Regular Checkups.
Chapter 15. Know When to Sell.
Chapter 16. Keep a Cool Head in Turbulent Markets.
Part Five: More on Mutual Funds: Frequently Asked Questions.
Other Morningstar Resources.