Go to www.morningstar. Under More, in the Tools section, click on the link for the Basic Fund Screener. Set the criteria you desire, then click on…
Go to www.morningstar.com. Under More, in the Tools section, click on the link for the Basic Fund Screener. Set the criteria you desire, then click on the Show Results tab. If you get no funds that meet all of your criteria, choose the criterion that is least important to you and relax that constraint. Continue the process until you have several funds to compare.
Examine all of the views available in the drop-down box menu (Snapshot, Performance, Portfolio, and Nuts and Bolts) to answer the following questions:
Which fund has the best expense ratio?
Which funds have the lowest Morningstar Risk rating?
Which fund has the best 3-year return? Which has the best 10-year return?
Which fund has the lowest turnover ratio? Which has the highest?
Which fund has the longest manager tenure? Which has the shortest?
Based on what you know about the funds, which one do you think would be the best one for your investment?
Click on the fund you chose in (b).
In what category is your fund?
Does it have a load?
What are its expenses, turnover and fee level?
How much would $10,000 invested ten years ago be worth today? How does that compare to the benchmark on the graph (the orange line)?
On the Ratings and Risk page, scroll down to the Volatility Measure. What is the standard deviation and return over the last 3 years? How does that compare to the benchmark listed on the line below your fund’s measures?
Order the answer to view it
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