
- April15 2003
- Volume 10
- Issue 7
FUND RATINGS
Mutual fund rating services likeMorningstar (800-735-0700; www.morningstar.com) and Value Line(800-634-3583; www.valueline.com)don't claim that their system will helpyou choose a fund that will turn in asuperior performance down the road,but many investors insist on pickingfunds on the basis of those ratings. Astudy from Pace University's LubinSchool of Business questions whetherinvestors should use fund ratings topick winners, citing a narrow performancedifferential between top-ratedand middle-rated funds. The researchersdid find, however, thatMorningstar's stress on risk-adjustedreturns does give it an edge in spottinglosers, with a fairly strong correlationbetween low-rated funds andless-than-stellar performances.
Articles in this issue
almost 18 years ago
Secure Tomorrow, Don't Lose Todayalmost 18 years ago
Avoid the Turmoil of Insurance Mistakesalmost 18 years ago
Bulletproof Your Car from the IRS' Aimalmost 18 years ago
The PMD Answerman Q & Aalmost 18 years ago
Impart Financial Values to Your Childrenalmost 18 years ago
Watch Your Nest Egg's Financial Healthalmost 18 years ago
Invest Some Land in Your 401(k) Accountalmost 18 years ago
Plan According to Social Security Rulesalmost 18 years ago
Discover Another Defined-Benefit Avenuealmost 18 years ago
Know All Your Estate Planning Benefits


































































