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Full-page analyst reports on 150 of the largest, most
popular ETFs.
New for 2008! Increased coverage of sector-specific
foreign-stock, bond, and commodity ETFs.
New for 2008! Analysis of each stock ETF's valuation
based on Morningstar's fundamental equity research.
Each report features critical information on performance,
portfolio, risk and taxes as well as the Morningstar
Rating for ETFs and the opinion of a Morningstar analyst.
Determine if an ETF is overvalued or undervalued using
our exclusive Price/Fair Value measure.
Extensive editorial commentary and how-to guidance on
the fast-changing ETF market.
Bonus: A Free 30-day ETF research pass good any time
in 2008.
Download a sample report from the 2007 edition.
$15.00 United States
(plus $4.95 Shipping & Handling)
$15.00 Canada/Mexico
(plus $12.95 Shipping & Handling)
$15.00 Other
(plus $25.95 Shipping & Handling)
To order by phone,
call 866-608-9570
Interested in stocks?
Click here.
 
Interested in mutual funds?
Click here.

Maybe you're interested in using ETFs to give your portfolio a lift, but you don't feel you know enough to make informed decisions. Maybe you're uncertain about the role ETFs can play in your portfolio, or maybe you're in the market for a reliable, independent, and economical source of analysis.

If any of the above sound familiar, you'll want to review our new annual guide. You'll find that it is actually two powerful reference books in one convenient and economical volume.

In the first part, Morningstar's ETF expert, Jeff Ptak, gives you a comprehensive tour through the world of ETFs. Coverage includes detailed explanations of the basics, the advantages, the disadvantages, and how to integrate ETFs into your portfolio for maximum effect.

In the second part, you'll find 150 successful, popular, and widely held ETFs analyzed in-depth and with the independent scrutiny you expect from Morningstar. And because each report page is structured identically, comparing ETFs is easy.

Morningstar ETFs 150 has even more proprietary information: Our Price/Fair Value Measure. This allows you to easily and confidently determine if an ETF is over- or undervalued. Deciding the best time to buy or sell ETFs has never been simpler.

 
Reports include:
•  Price/Fair Value Ratio
•  Morningstar Analyst's
Written Report
•  Manager Strategy
•  Portfolio Manager Profile
•  Performance History
•  Tax Analysis
•  Financial Data
(up to 10 years)

•  Risk
•  Top Holdings
•  Sector Weightings
•  Composition
•  Investment Style
•  Value Measures
•  Growth Measures
•  Profitability
•  Expenses
•  And more!
     
 
More than 150 pages of guidance help you understand and use ETFs effectively! Topics include:

• Common mistakes
• Using ETFs in a portfolio
• Where ETFs trump
mutual funds
• And more!

Exclusive valuation measure

When is the best time to buy an ETF? What about selling?

Answering these critical questions is much easier—when you refer to Morningstar ETFs 150. For every one of the ETFs covered you'll find our Price/Fair Value Measure. It easily enables you to determine if an ETF is over- or undervalued. It's a Morningstar exclusive.

About the editor
Jeffrey Ptak, CPA, CFA, is Morningstar's director of exchange-traded securities. During his Morningstar career, he has analyzed stocks and funds. Before joining Morningstar, he was an accountant at Arthur Andersen.
Morningstar Satisfaction Guarantee
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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