Key Factors When Evaluating Funds for a Retirement Portfolio
Investors need to look beyond recent performance and ratings and consider costs, returns during a full market cycle, and fit, among other elements.
Note: This video is part of Morningstar's January 2016 5-Step Retirement-Portfolio Assessment Week special report.
Jeremy Glaser: For Morningstar, I'm Jeremy Glaser. It's the 5-Step Retirement-Portfolio Assessment Week here on Morningstar.com, and I'm joined today by Christine Benz--she is our director of personal finance--to look at what fund investors should keep in mind when evaluating the quality of their portfolio.
Christine Benz does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.