For those ready to move on to a higher level of mutual fund investing, The Morningstar Investment Coach: Maximizing Returns and Staying on Track is the ideal resource. Filled with in-depth insight and expert advice-including how to bear-proof your portfolio, calculate your personal rate of return, and rebalance your portfolio-this guide will add advanced techniques to the sophisticated investor's mutual fund investing toolbox.
Table of Contents
Getting the Most from your Growing portfolio. Lesson 301: Shades of Value. Lesson 302: Shades of Growth. Lesson 303: Using Focused Funds. Lesson 304: Style--Box--Specific vs. Flexible Funds. Lesson 305: Sector--Fund Investing. Lesson 306: Using Quirky Bond Funds. Troubleshoot Portfolio Problem Areas. Lesson 307: Bear--Proofing Your Portfolio. Lesson 308: The Plight of the Fickle Investor. Lesson 309: chasing Closed Funds. Lesson 310: Buying the Unloved. Lesson 311: Buying Rookie Funds. Lesson 312: Avoiding Portfolio Overlap. Know When to Sell Your Mutual Fund. Lesson 313: Fund Warning Signs. Lesson 314: Where and Why Asset Size Matters. Lesson 315: When to Sell a Fund. Lesson 316: Rebalancing Your Portfolio. Lesson 317: Calculating Your Personal rate of Return. Lesson 318: Calculating Your Cost Basis. Lesson 319: Is Your Retirement Portfolio on Track?; Lesson 320: Refining Your Portfolio. Investing Terms. Recommended Readings. Additional Morningstar Resources. Answer Key.
Christine Benz is editor of the Fearless Investing Mutual Fund Series. She is also the editor of Morningstar Mutual Funds TM , the gold standard in fund reports. She coauthored the Morningstar Guide to Mutual Funds: 5 Star Strategies for Success (Wiley).