Comments on: How to Use Morningstar to Research Mutual Funds http://www.thesunsfinancialdiary.com/investing/mutual-fund-basics-how-to-use-morningstar-to-research-funds/ Fri, 20 Nov 2009 19:09:54 -0800 http://wordpress.org/?v=2.8.6 hourly 1 By: These Mutual Funds Bests The S&P 500 Index http://www.thesunsfinancialdiary.com/investing/mutual-fund-basics-how-to-use-morningstar-to-research-funds/comment-page-1/#comment-46919 These Mutual Funds Bests The S&P 500 Index Sun, 16 Nov 2008 17:06:21 +0000 http://www.thesunsfinancialdiary.com/2007/03/29/mutual-fund-basics-how-to-use-morningstar-to-research-funds/#comment-46919 [...] a mutual fund, not just those that beat the S&P, and I usually use 3 out of the 4 steps when researching mutual funds. However, I never applied them all in selecting a [...] [...] a mutual fund, not just those that beat the S&P, and I usually use 3 out of the 4 steps when researching mutual funds. However, I never applied them all in selecting a [...]

]]> By: 10 Hottest Mutual Funds in 2008 http://www.thesunsfinancialdiary.com/investing/mutual-fund-basics-how-to-use-morningstar-to-research-funds/comment-page-1/#comment-43479 10 Hottest Mutual Funds in 2008 Wed, 06 Aug 2008 01:52:24 +0000 http://www.thesunsfinancialdiary.com/2007/03/29/mutual-fund-basics-how-to-use-morningstar-to-research-funds/#comment-43479 [...] For me, when it comes to buying mutual funds, the cheaper (low ER), the better (check out how I use Morningstar to research mutual funds). And when a load fund is losing money at the same magnitude as, for example, Vanguard Total Stock [...] [...] For me, when it comes to buying mutual funds, the cheaper (low ER), the better (check out how I use Morningstar to research mutual funds). And when a load fund is losing money at the same magnitude as, for example, Vanguard Total Stock [...]

]]> By: Frankie http://www.thesunsfinancialdiary.com/investing/mutual-fund-basics-how-to-use-morningstar-to-research-funds/comment-page-1/#comment-42912 Frankie Thu, 19 Jun 2008 16:17:24 +0000 http://www.thesunsfinancialdiary.com/2007/03/29/mutual-fund-basics-how-to-use-morningstar-to-research-funds/#comment-42912 What's your take on this? http://www.econbrowser.com/archives/2008/06/china_and_the_b.html What’s your take on this?

http://www.econbrowser.com/archives/2008/06/china_and_the_b.html

]]> By: Jesse http://www.thesunsfinancialdiary.com/investing/mutual-fund-basics-how-to-use-morningstar-to-research-funds/comment-page-1/#comment-42892 Jesse Tue, 17 Jun 2008 18:41:46 +0000 http://www.thesunsfinancialdiary.com/2007/03/29/mutual-fund-basics-how-to-use-morningstar-to-research-funds/#comment-42892 Nice article as usual Sun, probably the best guide Ive seen as far as using morningstar. I think thats one of those things that I take for granted having been using it for so long. For the uninitiated it can be ridiculously complicated. Nice article as usual Sun, probably the best guide Ive seen as far as using morningstar. I think thats one of those things that I take for granted having been using it for so long. For the uninitiated it can be ridiculously complicated.

]]> By: Madhu http://www.thesunsfinancialdiary.com/investing/mutual-fund-basics-how-to-use-morningstar-to-research-funds/comment-page-1/#comment-42890 Madhu Tue, 17 Jun 2008 12:47:56 +0000 http://www.thesunsfinancialdiary.com/2007/03/29/mutual-fund-basics-how-to-use-morningstar-to-research-funds/#comment-42890 Well done. Do you know about MoneyLIFE magazine They publish good and authentc stuff on mutual funds, stock markets, etc. It is also pro-consumer rights. for more visit www.moneylife.in Well done.

Do you know about MoneyLIFE magazine

They publish good and authentc stuff on mutual funds, stock markets, etc.

It is also pro-consumer rights.

for more visit http://www.moneylife.in

]]> By: Sun http://www.thesunsfinancialdiary.com/investing/mutual-fund-basics-how-to-use-morningstar-to-research-funds/comment-page-1/#comment-42885 Sun Tue, 17 Jun 2008 01:10:34 +0000 http://www.thesunsfinancialdiary.com/2007/03/29/mutual-fund-basics-how-to-use-morningstar-to-research-funds/#comment-42885 cdg: The fund manager's tenure information is given as the manager's Start Date in the first picture. cdg: The fund manager’s tenure information is given as the manager’s Start Date in the first picture.

]]> By: More Weekend Reading - June 14, 2008 | Million Dollar Journey http://www.thesunsfinancialdiary.com/investing/mutual-fund-basics-how-to-use-morningstar-to-research-funds/comment-page-1/#comment-42858 More Weekend Reading - June 14, 2008 | Million Dollar Journey Sat, 14 Jun 2008 09:31:35 +0000 http://www.thesunsfinancialdiary.com/2007/03/29/mutual-fund-basics-how-to-use-morningstar-to-research-funds/#comment-42858 [...] The Sun’s Financial Diary gives us the Mutual Fund Basics: How to Use Morningstar to Research Funds. [...] [...] The Sun’s Financial Diary gives us the Mutual Fund Basics: How to Use Morningstar to Research Funds. [...]

]]> By: Finding the Funds That Beat the S&P 500 | The Sun’s Financial Diary | A Personal Finance Blog on Saving and Investing http://www.thesunsfinancialdiary.com/investing/mutual-fund-basics-how-to-use-morningstar-to-research-funds/comment-page-1/#comment-30348 Finding the Funds That Beat the S&P 500 | The Sun’s Financial Diary | A Personal Finance Blog on Saving and Investing Fri, 07 Dec 2007 16:01:29 +0000 http://www.thesunsfinancialdiary.com/2007/03/29/mutual-fund-basics-how-to-use-morningstar-to-research-funds/#comment-30348 [...] a mutual fund, not just those that beat the S&P, and I usually use 3 out of the 4 steps when researching mutual funds. However, I never applied them all in selecting a [...] [...] a mutual fund, not just those that beat the S&P, and I usually use 3 out of the 4 steps when researching mutual funds. However, I never applied them all in selecting a [...]

]]> By: cdg http://www.thesunsfinancialdiary.com/investing/mutual-fund-basics-how-to-use-morningstar-to-research-funds/comment-page-1/#comment-28944 cdg Wed, 21 Nov 2007 13:48:05 +0000 http://www.thesunsfinancialdiary.com/2007/03/29/mutual-fund-basics-how-to-use-morningstar-to-research-funds/#comment-28944 "Besides the above mentioned three items, I also look at the fund manager’s tenure..." Yet, this (fourth in importance) information is not provided in your example! “Besides the above mentioned three items, I also look at the fund manager’s tenure…”

Yet, this (fourth in importance) information is not provided in your example!

]]> By: Money Blue Book http://www.thesunsfinancialdiary.com/investing/mutual-fund-basics-how-to-use-morningstar-to-research-funds/comment-page-1/#comment-23105 Money Blue Book Tue, 18 Sep 2007 18:10:48 +0000 http://www.thesunsfinancialdiary.com/2007/03/29/mutual-fund-basics-how-to-use-morningstar-to-research-funds/#comment-23105 Morningstar is a good source of information for closed end funds as well. -Raymond Morningstar is a good source of information for closed end funds as well.

-Raymond

]]> By: Analyze Mutual Fund Costs with FINRA’s Mutual Fund Expense Analyzer | The Sun’s Financial Diary | A Personal Finance Blog on Saving and Investing http://www.thesunsfinancialdiary.com/investing/mutual-fund-basics-how-to-use-morningstar-to-research-funds/comment-page-1/#comment-22545 Analyze Mutual Fund Costs with FINRA’s Mutual Fund Expense Analyzer | The Sun’s Financial Diary | A Personal Finance Blog on Saving and Investing Thu, 13 Sep 2007 14:41:11 +0000 http://www.thesunsfinancialdiary.com/2007/03/29/mutual-fund-basics-how-to-use-morningstar-to-research-funds/#comment-22545 [...] evaluating a mutual fund, one of the major factors I will consider is the cost of owing the fund, which includes sales [...] [...] evaluating a mutual fund, one of the major factors I will consider is the cost of owing the fund, which includes sales [...]

]]> By: A Look at Lifecycle Funds from Vanguard, Fidelity, and T. R. Price | The Sun’s Financial Diary | A Personal Finance Blog on Saving and Investing http://www.thesunsfinancialdiary.com/investing/mutual-fund-basics-how-to-use-morningstar-to-research-funds/comment-page-1/#comment-7409 A Look at Lifecycle Funds from Vanguard, Fidelity, and T. R. Price | The Sun’s Financial Diary | A Personal Finance Blog on Saving and Investing Fri, 20 Apr 2007 16:13:03 +0000 http://www.thesunsfinancialdiary.com/2007/03/29/mutual-fund-basics-how-to-use-morningstar-to-research-funds/#comment-7409 [...] they also have a choice to make: which fund to invest in. In addition to those common factors when evaluating a mutual fund, such as risks, return, and costs, more attention should be paid to the fund’s asset [...] [...] they also have a choice to make: which fund to invest in. In addition to those common factors when evaluating a mutual fund, such as risks, return, and costs, more attention should be paid to the fund’s asset [...]

]]> By: March 2007 Score Card — Part II: Asset Allocation - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time http://www.thesunsfinancialdiary.com/investing/mutual-fund-basics-how-to-use-morningstar-to-research-funds/comment-page-1/#comment-5491 March 2007 Score Card — Part II: Asset Allocation - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time Tue, 03 Apr 2007 14:43:58 +0000 http://www.thesunsfinancialdiary.com/2007/03/29/mutual-fund-basics-how-to-use-morningstar-to-research-funds/#comment-5491 [...] Morningstar’s Instant X-ray (here’s an entry on how to use Morningstar to research mutual funds), I entered my mutual fund holdings (symbols and market values) last night and pulled the latest [...] [...] Morningstar’s Instant X-ray (here’s an entry on how to use Morningstar to research mutual funds), I entered my mutual fund holdings (symbols and market values) last night and pulled the latest [...]

]]> By: No Credit Needed » Blog Archive » Carnival of Personal Finance #94 Hosted By No Credit Needed http://www.thesunsfinancialdiary.com/investing/mutual-fund-basics-how-to-use-morningstar-to-research-funds/comment-page-1/#comment-5447 No Credit Needed » Blog Archive » Carnival of Personal Finance #94 Hosted By No Credit Needed Mon, 02 Apr 2007 11:25:17 +0000 http://www.thesunsfinancialdiary.com/2007/03/29/mutual-fund-basics-how-to-use-morningstar-to-research-funds/#comment-5447 [...] The Sun’s Financial Diary The Dividend Guy Blog Fire Finance Kirby On Finance The Skilled Investor Laws of Finance Tom [...] [...] The Sun’s Financial Diary The Dividend Guy Blog Fire Finance Kirby On Finance The Skilled Investor Laws of Finance Tom [...]

]]> By: Finance Findings For Saturday, March 31, 2007 http://www.thesunsfinancialdiary.com/investing/mutual-fund-basics-how-to-use-morningstar-to-research-funds/comment-page-1/#comment-5353 Finance Findings For Saturday, March 31, 2007 Sat, 31 Mar 2007 23:26:03 +0000 http://www.thesunsfinancialdiary.com/2007/03/29/mutual-fund-basics-how-to-use-morningstar-to-research-funds/#comment-5353 [...] Mutual Fund Basics: How to Use Morningstar to Research Funds [Sun’s Financial Diary]“If you already have a specific fund on your mind and want to find more about your target, then Morningstar’s mutual fund page is a great resource for your research” [...] [...] Mutual Fund Basics: How to Use Morningstar to Research Funds [Sun’s Financial Diary]“If you already have a specific fund on your mind and want to find more about your target, then Morningstar’s mutual fund page is a great resource for your research” [...]

]]> By: Time to Dump American Century? - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time http://www.thesunsfinancialdiary.com/investing/mutual-fund-basics-how-to-use-morningstar-to-research-funds/comment-page-1/#comment-5260 Time to Dump American Century? - The Sun’s Financial Diary - Accumulating wealth is like building The Great Wall, one brick at a time Fri, 30 Mar 2007 18:53:42 +0000 http://www.thesunsfinancialdiary.com/2007/03/29/mutual-fund-basics-how-to-use-morningstar-to-research-funds/#comment-5260 [...] don’t invest in load funds and can’t find any justification of continuing to own TWEIX once it becomes a load fund. I [...] [...] don’t invest in load funds and can’t find any justification of continuing to own TWEIX once it becomes a load fund. I [...]

]]> By: The Digerati Life http://www.thesunsfinancialdiary.com/investing/mutual-fund-basics-how-to-use-morningstar-to-research-funds/comment-page-1/#comment-5227 The Digerati Life Fri, 30 Mar 2007 05:51:33 +0000 http://www.thesunsfinancialdiary.com/2007/03/29/mutual-fund-basics-how-to-use-morningstar-to-research-funds/#comment-5227 Great stuff Sun. Very informative. I like your step by step reviews on investing and other finance material such as this. Great stuff Sun. Very informative. I like your step by step reviews on investing and other finance material such as this.

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