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Our entry-level workbook shows you how to find mutual
funds best fitting your investing objectives. Topics include
how to determine if a fund's investing strategy matches
yours, how to find a fund's total return, important fund
documents you need to know about, how to purchase
a fund, and more. Click for contents. |
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Find the Right Mutual Fund is the first
workbook in the
Morningstar Fearless Investing Series. There is no
better—or easier—way to learn how to invest in funds
like a pro. Here's why:
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Lessons—Contain clear and concise
information and
are filled with tips and illustrative graphics to help you
easily master key concepts. |
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Fearless Facts—Ensure you always are using
and
profiting from the skills you'll learn. |
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Quizzes—Test your knowledge of every concept
and
give you confidence to use what you learn to improve
your portfolio. |
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Worksheets—Allow you to immediately use your
new
skills to strengthen your portfolio.
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| Mutual Funds 1: Find the Right
Mutual Fund
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Know the Ins and Outs of Mutual Funds
Lesson 101: What Is a Mutual Fund?
Lesson 102: Mutual Funds and NAVs
Lesson 103: Understanding Total Return |
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Make the Fine Print Work for You
Lesson 104: Fund Costs
Lesson 105: Mutual Funds and Taxes
Lesson 106: Important Fund Documents |
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Fearlessly Select the Best Funds
Lesson 107: How to Purchase a Fund
Lesson 108: Methods for Investing in Mutual Funds
Lesson 109: Five Questions to Ask Before Buying
a
Mutual Fund
Lesson 110: Why Knowing Your Fund Manager Matters
Lesson 111: Your First Fund
Lesson 112: What to Look For |
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Investing Terms
Recommended Readings
Additional Morningstar Resources
Answer Key |
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| Mutual Funds 2: Diversify Your Fund Portfolio
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Want a portfolio that can weather good, bad, and
indifferent markets? Our intermediate-level workbook explains and illustrates
how to build a diverse and
profitable portfolio of funds.
Learn more.
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| Mutual Funds 3: Maximize Your Fund Returns |
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We've designed this workbook for experienced fund investors. Here you'll learn
how to maximize your investments by rebalancing your portfolio, calculating
your personal rate of return, and more.
Learn more.
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| About the editor |
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| Christine Benz is Morningstar’s associate director of fund analysis.
She is also editor of Morningstar Mutual Funds, the gold standard of fund
reporting services. Benz authored Morningstar Guide to Mutual Funds: 5-Star
Strategies for Success (Wiley). |
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Morningstar Investing Workbook Series : Funds
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| What stops people from investing, or from making timely investing
decisions when they do invest? More than anything else, the fear of committing
a costly mistake is the culprit. In fact, research shows the desire to avoid
loss is greater than the desireto make money through investing. We've
designed our Workbook Series to help you overcome your fear of making
investing mistakes. Workbooks in the series help you build skills progressively
and at your own pace. Look for other titles in our Workbook
Series covering stocks. |
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| Morningstar Satisfaction Guarantee |
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| We know you'll be happy with Morningstar books. But if for any
reason you are not, return your order within 30 days of receipt for a full
refund. |
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