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Morningstar's Guide to Fund Selection

This guide focuses primarily on the selecting of funds from an asset management 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

  • Origins of Fund Selection
  • The Fund Selection Process
  • How Has the Fund Selection Process Changed
  • How are Trends Playing a Role?