Morningstar's Guide to Fund Selection
Morningstar's Guide to Fund Selection
This guide focuses primarily on the selecting of funds from a fund selector perspective. For prospective clients, fund selection and analysis captures the objectives, risks, returns, people, process, portfolio analysis, sustainability, and the costs of a fund. Fund selection works best when structured, consistent, transparent, and trustworthy.
What's Inside
What's Inside
- Origins of Fund Selection
- The Fund Selection Process
- How Has the Fund Selection Process Changed
- How are Trends Playing a Role?