Drawing on Morningstar's staff of more than 25 mutual fund analysts and 100 equity
analysts, each monthly issue of FundInvestor includes:
- FundInvestor 500: We narrow down the more than 7,000 funds available to bring
you unvarnished recommendations and monthly performance data on the top 500 funds
that should be on your radar. Plus, get 24/7 access to each fund's full-page, year-end
Analyst Report via our companion Web site, mfi.morningstar.com. These are the same
single-page reports that have appeared in our Funds 500 annual guide--a $42.95 value--FREE
with your subscription.
- Fund Analyst Ratings: Our analysts produce a qualitative rating on a fund's long-term
prospects so that you'll know just where we stand. Of the more than 7,000 funds
out there, fewer than 150 have received our top, Gold, rating. We'll also let you
know which funds don't impress us with Negative or Neutral ratings.
- The Contrarian: A monthly feature that goes against conventional wisdom to help
you uncover hidden gems.
Our Strategy in Action
We seek to pick winning funds with superior management and quantitative characteristics
linked to strong performance. Our quantitative research uses the most comprehensive
mutual fund database in the world to determine the best strategies for long-term
investing success. We then supplement those studies with extensive qualitative research
of portfolio managers, analysts, and traders through onsite visits and follow-up