For those ready to move on to a higher level of mutual fund investing, The Morningstar Investment Coach: Maximizing Returns and Staying on Track is the ideal resource. Filled with in-depth insight and expert advice-including how to bear-proof your portfolio, calculate your personal rate of return, and rebalance your portfolio-this guide will add advanced techniques to the sophisticated investor's mutual fund investing toolbox.
Table of Contents:
Getting the Most from your Growing portfolio. Lesson 301: Shades of Value.
Lesson 302: Shades of Growth.
Lesson 303: Using Focused Funds.
Lesson 304: Style-Box-Specific vs. Flexible Funds.
Lesson 305: Sector-Fund Investing.
Lesson 306: Using Quirky Bond Funds.
Troubleshoot Portfolio Problem Areas.
Lesson 307: Bear-Proofing Your Portfolio.
Lesson 308: The Plight of the Fickle Investor.
Lesson 309: chasing Closed Funds.
Lesson 310: Buying the Unloved.
Lesson 311: Buying Rookie Funds.
Lesson 312: Avoiding Portfolio Overlap.
Know When to Sell Your Mutual Fund.
Lesson 313: Fund Warning Signs.
Lesson 314: Where and Why Asset Size Matters.
Lesson 315: When to Sell a Fund.
Lesson 316: Rebalancing Your Portfolio.
Lesson 317: Calculating Your Personal rate of Return.
Lesson 318: Calculating Your Cost Basis.
Lesson 319: Is Your Retirement Portfolio on Track?
Lesson 320: Refining Your Portfolio.
Investing Terms.
Recommended Readings.
Additional Morningstar Resources.
Answer Key.
About the Author :
Christine Benz is editor of the Fearless Investing Mutual Fund Series. She is also the editor of Morningstar® Mutual FundsTM, the gold standard in fund reports. She coauthored the Morningstar Guide to Mutual Funds: 5 Star Strategies for Success (Wiley).