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Morningstar FundInvestor: Research and Recommendations for Serious Mutual Fund Investors

Everything you need to know to be a successful fund investor—from the nation’s acknowledged experts

The mutual fund is a great concept and has revolutionized investing. However, along the way, enthusiasm for funds created a monumental challenge for investors: Choosing from more than 6,000 funds and their 20,000 fund classes.

If you’re serious about finding just the right collection of funds for your portfolio, Morningstar FundInvestor is the one newsletter you need every month.

Editor and director of Morningstar mutual fund research Russ Kinnel offers guidance for sharpening your fund investing skills and finding great new funds for your portfolio.

And as a subscriber, you will be among the very first to read and benefit from exclusive Morningstar fund research.

In addition, you’ll have access to one of the most prized lists of funds in the business—the FundInvestor 500, including 24/7 online access to the year-end Analyst Report for every fund via our companion web site: mfi.morningstar.com.

Russ and Morningstar fund analysts have specifically selected these funds to give you everything you need for building and maintaining a diversified portfolio. And to help you even more, you’ll find our fund analysts’ personal favorites–150 Analyst Picks–for long-term growth.

No other fund newsletter compares. As longtime subscriber Nancy Yaxley of Champaign, IL says, “I have been subscribing to FundInvestor for quite a few years–it is my financial bible–and I don’t feel that I need other newsletters.” Your Subscription Includes:

  • Monthly issues in which Russ presents new Morningstar fund research covering both fund investing strategies and individual funds. Other popular features include Morningstar’s perspective on fund industry events, a review of leaders and laggards, the FundInvestor 500, and funds to avoid.
  • Four free reports that help you make the most of your subscription: “Morningstar FundInvestor Owner’s Manual,” “The Right Way to Buy a Bond Fund,” “20 Common Investing Mistakes,” and “Managers Who Eat Their Own Cooking.” Also for a limited time only, receive our special bonus report - “Where to Invest in 2009.”
  • E-mail alerts from Russ announcing changes to the FundInvestor 500 and his take on important industry events. In addition, as a subscriber, you’ll have exclusive access to the Morningstar FundInvestor Web site. There you’ll find performance information updated daily, and the year-end Analyst Report for every fund in the FundInvestor 500.
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Annual Membership: $119
Two-Year Membership: $209
Three-Year Membership: $289
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Quarterly Membership: $34.95
Annual Membership: $109
$99 for Morningstar.com Premium Members
To place an international order or to order by phone, call: 866-910-1145
5-Year Annualized Rtn*
*Data through 12/31/08
Our Picks -2.41%
S&P 500 -2.19%
Wilshire 5000 -1.67%
Morningstar Guarantee
After reviewing your first issue, if you are not completely satisfied, simply call us before you receive your second issue for a full refund. The issue and the free reports are yours to keep with our compliments.