Buyer Beware: 5 Tips for Investment Fund Selection
Discover how to select investment funds using our researchers’ framework.
Investing can be hard. Between risk tolerance, long-term goals, asset allocation, and portfolio diversification, there’s a lot to consider. Even within a single asset class like funds, investors can face thousands of choices. With fund managers continuing to launch new investment products, options span mutual funds, equity funds, passive funds, money market funds, and more. This wide variety of investment funds makes it critical for investors to have a fund due diligence checklist to figure out what’s right for their investing strategy.
Morningstar analysts share five practical tips for investment fund selection that help you evaluate new funds using public information to separate the promising from the trendy.
Access the report to leverage our strategic framework for your investment decision process.
