Welcome! Please Log In
Go
In-depth reports for 500 of the largest and
  most-popular mutual funds
Every essential fact and data going back up to 12 years
Incisive analysis by a Morningstar fund analyst 
Bonus! More funds updated all year long! Free access to
  50 up-to-date reports of your choosing any time in 2008—choose from more than 2,000 funds in all!
  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 ETFs?
Click here.
 

Morningstar Funds 500 starts by narrowing the field of available funds from 20,000 to 500. Morningstar, the acknowledged expert on funds, has specially selected these 500 funds as ideal for building a diversified portfolio. To help you even more, we asked our analysts to choose their personal favorites for long-term growth. You'll find Analyst Picks lists for 150 domestic– and international–equity funds, and fixed-income funds.

Each fund gets full-page coverage. You'll find every essential fact about a fund on one easy-to-read page. This year you'll find separating the shareholder–friendly funds from the rest easy with our new Stewardship Grade. And with each page organized the same way, comparing funds—including their shareholder friendliness—is a snap. Click here for a sample.

Finally, you get expert, independent direction on funds, including their strengths and weaknesses, from the Morningstar analysts who follow them every day. Plus, as an added feature, Morningstar editors have contributed articles intended to help you invest smarter—whether the markets are headed up or down.

 
Proprietary Ratings and Buy/Sell Guidance
•  Morningstar Rating™
for Funds
•  Morningstar Analyst's
Written Analysis
•  Manager Strategy
•  Portfolio Manager Profile
•  Performance History
•  Tax-Cost Analysis
•  Financial Data
(up to 12 years)
•  Risk Rating
  •  Stewardship Grade
•  Top 25 Holdings
•  Sector Weightings
•  Composition
•  Investment Style
•  Value Measures
•  Growth Measures
•  Profitability
•  Expenses
•  And more!
     
 
50 Additional Fund Reports— Free!  
When you purchase Morningstar Funds 500, you'll be given online access to up to 50 additional Morningstar Fund Reports of your choosing at any time during
2008—free! Choose among our 2,000 fund reports. Download all of your reports at one time, or scatter your downloads throughout the year. It's up to you! 
About the editors
Scott Berry is editor of Morningstar Mutual Funds, the firm's flagship print publication. He also contributes to Morningstar.com
Russel Kinnel is Morningstar's director of mutual fund research. He is editor or Morningstar FundInvestor, for which he contributes research studies and writes a monthly column. He also contributes to Morningstar.com.
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.
 
  Premium Membership
  Fund Products
  Stock Products
  ETF Products
  Personal Finance Products
   
Corrections Site Map Help Advertising Opportunities Licensing Opportunities Glossary Store RSS feed
© Copyright 2008 Morningstar, Inc. All rights reserved. Please read our Terms of Use and Privacy Policy.
Morningstar Index, Russell 2000, and Dow Jones Industrial Average quotes are 20 minutes delayed.
Content Partnersblack arrow