Easily find funds that put you first.
Know the qualifications of the people who are running each fund.
Tax-adjusted returns and potential capital-gains exposure help you decide whether a fund is best suited as a tax-deferred or taxable investment.
Quickly see how well a fund has balanced risk and return.
Results for Up to 12 Years
Easily evaluate a fund's performance.
Get independent insight into how and why a fund is a good choiceor a poor one.
Expenses, Fees, Addresses,Phone Numbers
Find everything you need to obtain more information before you invest in a fund.
Boxes See if a fund has invested consistently from year to year.
Review the top 20 holdings for each fund to see the securities that drive the performance.
Box Quickly determine if a fund's true investment strategy matches your goal.
Over 50 Investment Categories
Put together diversified portfolios, assess potential risk, and spot top funds within peer groups.
Avoid overconcentration in certain areas of the economy.
Research 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 fundsthe very funds you likely own or follow. Morningstar's Fund Reports are the industry standard and are trusted by financial professionals nationwide. And now you'll get this exclusive and valuable guidance updated all year long. Access 50 free fund reports at any time in 2007. Choose from 2,000 funds.
This book can help you:
- Position your portfolio for a big 2007
- Steer clear of me-first management
- Start a new portfolio
You'll also benefit from:
- Morningstar's exclusive Analyst Picks
- An expanded management section
- Incisive, independent analysis
For 20 years, Morningstar has helped individuals and financial advisors make better investment decisions. Our trusted data and independent analysis 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.
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