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.


In this report, you will learn:
  • Origins of Fund Selection
  • The Fund Selection Process
  • How Has the Fund Selection Process Changed
  • How are Trends Playing a Role?
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