Stewardship Grade Easily find funds that put you firstStar Rating Quickly see how well a fund has balanced risk and returnHistorical Style Boxes See if a fund has invested consistently from year to yearOver 50 Investment Categories Put together diversified portfolios, assess potential risk, and spot top funds within peer groupsManager Profile Know the qualifications of the people who are running each fundResults for up to 12 Years Easily evaluate a fund's performancePortfolio Holdings Review the top 20 holdings for each fund to see the securities that drive the performanceInvestment Style Boxes Quickly determine if a fund's true investment strategy matches your goalTax Analysis Tax-adjusted returns and potential capital-gains exposure help you decide whether a fund is best suited as a tax-deferred or taxable investmentAnalysis Get independent insight into how and why a fund is a good choice—or a poor oneSector Weightings Avoid overconcentration in certain areas of the economyExpenses, Fees, Addresses, Phone Numbers Find everything you need to obtain more information before you invest in a fundYear-end fund reports from the world's foremost mutual fund expert
In this completely new reference guide, you'll find the best information and independent opinion available on 500 of the largest and most popular mutual funds—the very funds you likely own or follow. Morningstar's Fund Reports are the industry standard and are trusted by financial professionals nationwide. Have a look inside to see how Morningstar's independent analysis, ratings, and detailed data can help you make better fund-investing decisions.
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For nearly 20 years, Morningstar has helped individuals and financial advisors make better investment decisions. Our information and analysis is trusted and independent, and provide a level of insight unavailable from other sources.
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