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The Short Answer

Key Factors for Evaluating Mutual Funds

Price, Performance during different market environments, and Process are among the elements fund investors should consider.

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If you're in accumulation mode--gathering assets for retirement--and looking to identify holdings for your portfolio, or to assess the quality of mutual funds or ETFs you already own, there are a few key things to consider.

There are five areas that form the foundation of Morningstar Manager Research analysts' evaluations of funds, known as the Medalist ratings. We'll walk you through all these pillars, and we'll show you a quick and easy tool you can use to see how your fund picks work together in a portfolio.

Karen Wallace has a position in the following securities mentioned above: POAGX. Find out about Morningstar’s editorial policies.

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