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Morningstar FundInvestor Newsletter
Morningstar, May 2012
Research and Recommendations for the Serious Fund Investor
Morningstar FundInvestor doesn’t just look for funds with competitive advantages—it looks for funds that stay competitive. We research. We test. We scrutinize everything from the strategies and management, to stewardship, trading costs, and long-term performance. Then we share all of our findings with you.
If you’re serious about finding the right collection of funds for your portfolio, let Morningstar’s depth, experience, and unbiased recommendations pave the way to your financial success.
Drawing on Morningstar's staff of more than 25 mutual fund analysts and 100 equity analysts, each monthly issue of FundInvestor includes:
- FundInvestor 500: We narrow down the more than 7,000 funds available to bring you unvarnished recommendations and monthly performance data on the top 500 funds that should be on your radar. Plus, get 24/7 access to each fund's full-page, year-end Analyst Report via our companion Web site, mfi.morningstar.com. These are the same single-page reports that have appeared in our Funds 500 annual guide--a $39.95 value--FREE with your subscription.
- Analyst Picks: The 150 best long-term winners--about the top 2% of all funds--with details on why they've made the cut. Once we've made a pick, we keep watching it to make sure it continues to merit our recommendation.
- Red Flags: Highlights on a handful of mutual funds that may be headed for trouble. Did a hot fund just lose its manager? Is it getting so big it can't sustain its record?
- The Contrarian: A monthly feature that goes against conventional wisdom to help you uncover hidden gems.
Our Strategy in Action
We seek to pick winning funds with superior management and quantitative characteristics linked to strong performance. Our quantitative research uses the most comprehensive mutual fund database in the world to determine the best strategies for long-term investing success. We then supplement those studies with extensive qualitative research of portfolio managers, analysts, and traders through onsite visits and follow-up phone calls.
Please note: This is for a single monthly issue. You will receive the most recent issue available at the time of your order.
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