Stewardship Grade Easily find funds that put you first Star Rating Quickly see how well a fund has balanced risk and return Historical Style Boxes See if a fund has invested consistently from year to year Over 50 Investment Categories Put together diversified portfolios, assess potential risk, and spot top funds within peer groups Manager Profile Know the qualifications of the people who are running each fund Results for up to 12 Years Easily evaluate a fund's performance Portfolio Holdings Review the top 20 holdings for each fund to see the securities that drive the performance Investment Style Boxes Quickly determine if a fund's true investment strategy matches your goal Tax Analysis Tax-adjusted returns and potential capital-gains exposure help you decide whether a fund is best suited as a tax-deferred or taxable investment Analysis Get independent insight into how and why a fund is a good choiceaor a poor one Sector Weightings Avoid overconcentration in certain areas of the economy Expenses, Fees, Addresses, Phone Numbers Find everything you need to obtain more information before you invest in a fund Year-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 fundsathe 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. This book can help you: Position your portfolio for a big 2006 Steer clear of qme-firstq management Start a new portfolio You'll also benefit from: Morningstar's exclusive Analyst Picks An expanded management section Incisive, independent analysis 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. For more information about other Morningstar products and services visit us online at www.morningstar.com.Equity Style Style: Value Size: Large-Cap Value Measures Price/Earnings Price/ Book Price/Sales Price/Cash Flow ... It buys beaten-down blue chips, utilities stocks, and high-yield bonds in an effort to provide shareholders a fat yield ... 3% of assets Morningstara#39;s Take by Andrew Gogerty 1 1 -22-05 Focus on Franklin Incomea#39;s atypical portfolio first, ogle its returns later. ... 1st Qtr 2nd Qtr 3rd Qtr 4th Qtr Total 2001 0.21 1.50 -4.63 3.76 065 2002 4.42 -5.98 -5.94 7.14 -1.06 2003 1.47 14.24anbsp;...
|Publisher||:||Wiley - 2006-02-10|