Posts tagged as:

Morningstar

How To Buy The Warren Buffett Mutual Fund

by DR

A few days ago, Motley Fool published an article entitled, The Warren Buffett Mutual Fund. Now, just to be clear, Warren Buffett runs Berkshire Hathaway, not a mutual fund. But the article pointed out that investing in Berkshire can be difficult, because a single A share of the company will set you back [...]

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Using the Morningstar Mutual Fund Screener Tool

by DR

The Morningstar User’s Guide is a series of articles discussing how to make the best use of the tools, research and analysis available at Morningstar.com.
There are literally thousands of mutual funds out there. Finding the funds that are right for you often seems like searching for a needle in a haystack. Fortunately, Morningstar [...]

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The Morningstar’s Instant X-Ray Tool

by DR

The Morningstar User’s Guide is a series of articles discussing how to make the best use of the tools, research and analysis available at Morningstar.com.
Morningstar’s X-Ray tool, as the name suggests, allows you to look through your portfolio of mutual funds to see exactly what you own. This tool is great way to view [...]

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Making the Most of Morningstar: Determining the Market Cap of a Portfolio

by DR

The Morningstar User’s Guide is a series of articles discussing how to make the best use of the tools, research and analysis available at Morningstar.com.
In the series on asset allocation, we looked at the importance of the market capitalization (or market cap, for short) of a fund or portfolio. Today, let’s look at some free [...]

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Making the Most of Morningstar: Portfolio Manager

by DR

The Morningstar User’s Guide is a series of articles discussing how to make the best use of the tools, research and analysis available at Morningstar.com.
In the last article we covered a basic Introduction to Morningstar.com. Today we look at adding our portfolio to Morningstar. After you register with Morningstar (which is free), adding [...]

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Making the Most of Morningstar: Introduction

by DR

Morningstar offers a wealth of free and paid tools, research and analysis of stocks, bonds and mutual funds. As useful as this information can be, however, it can feel like information-overload or just plain confusing. For example, when I first started using Morningstar, I had many questions:

what does the Morningstar Star ratings mean [...]

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