|Articles|September 16, 2008

Physician's Money Digest

  • 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

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Secure Tomorrow, Don't Lose Today

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Avoid the Turmoil of Insurance Mistakes

almost 18 years ago

Bulletproof Your Car from the IRS' Aim

almost 18 years ago

The PMD Answerman Q & A

almost 18 years ago

Watch Your Nest Egg's Financial Health

almost 18 years ago

Invest Some Land in Your 401(k) Account

almost 18 years ago

Plan According to Social Security Rules

almost 18 years ago

Discover Another Defined-Benefit Avenue

almost 18 years ago

Know All Your Estate Planning Benefits

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