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Morningstar Guide to Mutual Funds: 5-Star Strategies for Success 2nd Edition, Kindle Edition

by Christine Benz (Author), Don Phillips (Foreword) Format: Kindle Edition
4.2 4.2 out of 5 stars 87 ratings
See all formats and editions
GUIDE TO MUTUAL FUNDS SECOND EDITION "Picking actively managed mutual funds is no mean challenge. And as the recent era underscores, past performance is of little help. The Morningstar Guide to Mutual Funds helps cut through the fog with a solid volume of constructive information. The central message--'truly diversify, keep it simple, focus on costs, and stick with it'--is not only timeless, it is priceless." --John C. Bogle, founder and former CEO, The Vanguard Group "Successful investors know they must do their own due diligence. Morningstar has done much of that homework in this guide. Leave it to Morningstar to get it right, offering smart ways to pick, build and monitor a portfolio. It's a commonsense guide that should grace every investor's shelf." --Ted David, CNBC Anchor "There's nothing Morningstar doesn't know about mutual funds. And at last, for ready reference, there's a book. You'll find everything here you need to know about managing fund investments, inside or outside a 401(k)." --Jane Bryant Quinn, Newsweek columnist and author of Making the Most of Your Money
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Previous page
  1. ISBN-13
    978-0471718321
  2. Edition
    2nd
  3. Sticky notes
    On Kindle Scribe
  4. Publisher
    Wiley
  5. Publication date
    December 3, 2010
  6. Language
    English
  7. File size
    4262 KB
  8. See all details
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Editorial Reviews

From the Inside Flap

Praise for Morningstar
Guide To Mutual Funds
Second Edition

"Picking actively managed mutual funds is no mean challenge. And as the recent era underscores, past performance is of little help. The Morningstar® Guide to Mutual Funds helps cut through the fog with a solid volume of constructive information. The central message—'truly diversify, keep it simple, focus on costs, and stick with it'—is not only timeless, it is priceless."
—John C. Bogle, founder and former CEO, The Vanguard Group

"Successful investors know they must do their own due diligence. Morningstar has done much of that homework in this guide. Leave it to Morningstar to get it right, offering smart ways to pick, build, and monitor a portfolio. It's a commonsense guide that should grace every investor's shelf."
—Ted David, Senior Anchor for CNBC Business Radio

"There's nothing Morningstar doesn't know about mutual funds. And at last, for ready reference, there's a book. You'll find everything here you need to know about managing fund investments, inside or outside a 401(k)."
—Jane Bryant Quinn, Newsweek columnist and author of Making the Most of Your Money

From the Back Cover

Praise for Morningstar
Guide To Mutual Funds
Second Edition

"Picking actively managed mutual funds is no mean challenge. And as the recent era underscores, past performance is of little help. The Morningstar® Guide to Mutual Funds helps cut through the fog with a solid volume of constructive information. The central message 'truly diversify, keep it simple, focus on costs, and stick with it' is not only timeless, it is priceless."
John C. Bogle, founder and former CEO, The Vanguard Group

"Successful investors know they must do their own due diligence. Morningstar has done much of that homework in this guide. Leave it to Morningstar to get it right, offering smart ways to pick, build, and monitor a portfolio. It's a commonsense guide that should grace every investor's shelf."
Ted David, Senior Anchor for CNBC Business Radio

"There's nothing Morningstar doesn't know about mutual funds. And at last, for ready reference, there's a book. You'll find everything here you need to know about managing fund investments, inside or outside a 401(k)."
Jane Bryant Quinn, Newsweek columnist and author of Making the Most of Your Money

Product details

  • ASIN ‏ : ‎ B000SEKROC
  • Publisher ‏ : ‎ Wiley; 2nd edition (December 3, 2010)
  • Publication date ‏ : ‎ December 3, 2010
  • Language ‏ : ‎ English
  • File size ‏ : ‎ 4262 KB
  • Text-to-Speech ‏ : ‎ Enabled
  • Screen Reader ‏ : ‎ Supported
  • Enhanced typesetting ‏ : ‎ Enabled
  • X-Ray ‏ : ‎ Not Enabled
  • Word Wise ‏ : ‎ Enabled
  • Sticky notes ‏ : ‎ On Kindle Scribe
  • Print length ‏ : ‎ 399 pages
  • Customer Reviews:
    4.2 4.2 out of 5 stars 87 ratings

About the author

Follow authors to get new release updates, plus improved recommendations.
Christine Benz

Christine Benz

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Christine is Morningstar's Director of Personal Finance, a position she has held since early 2008. In that capacity, she writes and edits a monthly newsletter, Practical Finance, which advises do-it-yourself investors on every aspect of the financial-planning process. She also writes a weekly column, "Improving Your Finances," on Morningstar.com, and was the creator of Morningstar's "The Short Answer" column, which is geared toward investors just starting out. She is widely quoted in the media, including the Wall Street Journal, The New York Times, and MarketWatch, and has been a frequent guest on CNBC, PBS' Nightly Business Report, and Fox Business News.

Since joining Morningstar in 1993, Christine has been a central part of Morningstar's effort to deliver quality financial investment information to Morningstar's 6 million-plus clients. As an analyst and editor, she has served as Morningstar's director of mutual fund analysis. Prior to assuming that position, she was editor of Morningstar Mutual Funds and Morningstar FundInvestor. Christine co-authored the company's first book, "The Morningstar® Guide to Mutual Funds: 5-Star Strategies for Success," a national bestseller published by John Wiley & Sons in 2003, and was the lead author of the book's second edition, which was published in 2005. Christine's newest book, "Morningstar's 30-Minute Money Solutions," which provides readers with the necessary guidance in tackling money challenges and building a comprehensive financial plan in easy-to-manage increments, is set to be released by John Wiley & Sons in January 2010.

Christine holds a bachelor's degree in political science and Russian/East European studies from the University of Illinois at Urbana-Champaign. She lives in the Chicago suburbs with her husband, Greg. She is an avid cook, a political junkie, and a long-suffering Chicago Cubs fan.

Customer reviews

4.2 out of 5 stars
4.2 out of 5
87 global ratings

Top reviews from the United States

blackstripe
5.0 out of 5 stars I'd give six stars if I could!
Reviewed in the United States on June 26, 2006
Verified Purchase
This book is clear, concise, and effective. I've read the first four chapters so far, and it has explained everything I've wanted to know about choosing mutual funds. I was absolutely ecstatic when I saw that the chapter on mutual fund management has an overview of the pros and cons of a number of the well-known fund companies.

One of the reviewers was complaining that this book relies too heavily on Morningstar research. Well, first of all, Morningstar is one of the premier analysis firms in the industry, and as such they have a wealth of great information. Secondly, I have yet to see a place in the book where they ask you to pay for anything. A good portion of the Morningstar website is free, and the book mentions a Morningstar mutual fund book you can get from public libraries. The reviewer also complains about the Morningstar 5-star rating system. The book explains that the star ratings can be used as a screening tool, and stresses the many other factors that should be considered when evaluating a fund. When used in conjunction with other objective criteria, the star rating is a powerful tool to evaluate past returns and volatility.

With all of this in mind, if you are absolutely new to investing, you should become familiar with certain basic investing terms and concepts before reading this book. I highly recommend either The Wall Street Journal's Complete Guide to Personal Finance or The WSJ's Complete Money and Investing Guidebook. For most people, I would say the Guide to Personal Finance would be a good primer.
32 people found this helpful
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T. Padgett
4.0 out of 5 stars Good introduction
Reviewed in the United States on February 26, 2013
Verified Purchase
Ms Benz is a senior manager at Morningstar, probably the foremost rater of mutual funds. It came as no surprise that she knows her subject and is very good at explaining and making suggestions. Much of the material in the book can probably be gleaned from Morningstar's website, Benz has rounded up a lot of the good stuff here in one place. This is not a get-rich-quick book--it provides a fairly broad look at what is available in mutual funds and suggests how to use them.
4 people found this helpful
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jorge
5.0 out of 5 stars Dated, but plenty of valuable data
Reviewed in the United States on March 27, 2022
Verified Purchase
Great book! Specific funds are dated, but great tips and lessons in this book from 15 years back in the rapid changing financial/ MF world.
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MrMateoJA
5.0 out of 5 stars Great Book for the New Portfolio Manager!!!
Reviewed in the United States on March 30, 2011
Verified Purchase
This book has been an incredible resource. I am managing my own taxable account for the first time. It helped me quite a bit to take notes and do my quantitative analysis in Excel as I read the book to really soak in all the material. If this is your first time managing your own portfolio of mutual funds, I highly recommend! If it isn't your first time, I'm sure this book still has a lot of good advice you may have forgotten or never learned...
3 people found this helpful
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Gsquared
4.0 out of 5 stars Purchased for my guru husband!
Reviewed in the United States on April 24, 2012
Verified Purchase
He loves to this book because it makes mutual funds investing very cute and dry or black and white like he likes it. I am glad I purchased this book so that he could make educated decisions about our financial future. Thank you.
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Raghupathy Bollini
3.0 out of 5 stars The book would be helpful for people who have no knowledge in investing but does not provide much help to some one like me who h
Reviewed in the United States on January 1, 2015
Verified Purchase
The author seems to be biased towards some fund families. The book would be helpful for people who have no knowledge in investing but does not provide much help to some one like me who has some knowledge in investing. I wish she can give more in depth knowledge to some one like me.
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K2
1.0 out of 5 stars Outdated
Reviewed in the United States on June 18, 2020
Verified Purchase
Outdated. The internet specifically Investopedia has much more current information. Very little on ETF funds. I expected to read about Bid / Ask - Volume - Expense Ratio etc etc
2 people found this helpful
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Enrico Chavez
5.0 out of 5 stars Great book
Reviewed in the United States on August 10, 2019
Verified Purchase
Straight forward guide to Morningstar’s rating methodologies. I just wish there was a more updated version showing the look forward categories (Gold, Silver, Bronze, Neutral and Negative). Still great book to get acquainted with the process Morningstar uses to rate mutual funds.
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Top reviews from other countries

Rekha
3.0 out of 5 stars Good one
Reviewed in India on October 7, 2018
Verified Purchase
Not written for Indian market. It is for American mutual funds market. But indeed many things can be taken from this master piece.
One person found this helpful
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