Morningstar FundInvestor

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May 24, 2013

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Morningstar FundInvestor Newsletter

Research and Recommendations for the Serious Fund Investor
Morningstar FundInvestor doesn’t just look for funds with competitive advantages—it looks for funds that stay competitive. We research. We test. We scrutinize everything from the strategies and management, to stewardship, trading costs, and long-term performance. Then we share all of our findings with you.

If you’re serious about finding the right collection of funds for your portfolio, let Morningstar’s depth, experience, and unbiased recommendations pave the way to your financial success.

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What You'll Get Performance About the Editor Testimonials

Monthly Issues
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 $39.95 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 phone calls.

Exclusive Fund Family Reports
Our fund family experts-Kevin McDevitt on American Funds, Christopher Davis on Fidelity Funds, and Dan Culloton on Vanguard Funds-provide comprehensive coverage of the big three fund families. Each quarter, download an exclusive data report for each fund family that includes the family's top 10 holdings, purchases and sales, fund-by-fund manager ownership, Active Share (developed by professors Martijn Cremers and Antti Petajisto of Yale University) and the Fund Dashboard. Plus, beginning in January of 2013, you can also access a Year in Review of each fund family in our Annual Stewardship Report.

Bonus Investing Report
We compiled the Morningstar FundInvestor Owner's Manual to help you make the most out of the valuable articles and data in each issue and put our tips and ideas to work in the real world. We give you an overview of the FundInvestor 500 and highlight 20 of the most common investing mistakes, how to avoid them, and the lessons to be learned that can prevent you from losing a lot of money.

FundInvestor Online
Access to Morningstar FundInvestor's companion Web site, where you can download the current issue before it arrives in your mailbox, and keep tabs on fund returns and fund news.

E-mail alerts
Stay abreast of the changes that Editor, Russel Kinnel makes to the FundInvestor 500 and his take on important industry events.

And much more, including timely articles that speak to what's on investors' minds right now. From discussions of fund companies and advice for weathering a tough economy, we cover it all.

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The Morningstar Guarantee If you are unhappy with our newsletter for any reason, cancel within 30 days of the start date by calling toll free, 1-866-910-1145 for a full refund. After that, you may cancel at any time, and we will refund the remaining months left on your subscription. Your satisfaction is our priority.

What You'll Get Performance About the Editor Testimonials

This graph shows how our diversified domestic stock fund picks fared versus the Wilshire 5000 and the S&P 500 over the trailing 5 years. Return figures are annualized. Our picks are fundamental-driven selections of funds that we expect to produce superior long-term risk-adjusted performance. Only the cream of the crop makes our list.

What You'll Get Performance About the Editor Testimonials

Russel Kinnel, Equities Strategist, Editor, Morningstar FundInvestor

Russel Kinnel is director of mutual fund research for Morningstar, Inc. and editor of Morningstar FundInvestor, a monthly print newsletter for individual investors. He also writes the Fund Spy column for Morningstar.com, the company's investment Web site.

Since joining the company in 1994, Kinnel has covered the Fidelity, Janus, T. Rowe Price, and Vanguard mutual fund families. He helped develop the new Morningstar Rating for funds and the new Morningstar Style Box methodology. He also is co-author of the company's first book, The Morningstar Guide to Mutual Funds: 5-Star Strategies for Success, which was published in January 2003.

What You'll Get Performance About the Editor Testimonials

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