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 funds-the 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 2008. Choose from 2,000 funds. This book can help you: Position your portfolio for a big 2008 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 Free access to 50 Premium online reports For more than 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.
Table of Contents
Introduction. How to Use this Book. The Morningstar Stock-Fund Page. The Morningstar Bond-Fund Page. The Best Funds for 2008. How We Choose Funds for the 500. Analyst Picks. Analyst Pans. Rating the Performance of the Star Rating. Accessing Free Reports. Morningstar Raises the Bar on Stewardship. Fund Manager Changes. Report Pages. Fund Reports. Tables and Charts. Performance Summary. Performance Summary-1993 through 2007. Leaders and Laggards-Domestic Equity. Leaders an Laggards-International Equity. Leaders and Laggards -Fixed Income. Category Averages,. Lowest Expense Ratio. Lowest Turnover Rate. Best Five-Year Tax Adjusted returns. Fund Name Changes. Category Index. Summary Pages. Domestic-Equity Funds. International-Equity Funds. Fixed -Income Funds. Supplementary Information. Glossary. Manager Index. Fund Index.
Russel Kinnel is Morningstar's Director of Fund Research, editor of the monthly newsletter orningstar FundInvestor, and a frequent contributor to Morningstar.com. Scott Berry is Morningstar's Associate Director of Mutual Fund Analysis, editor of Morningstar Mutual Funds, the firm's flagship print publication, and a frequent contributor to Morningstar.com.