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2. www.morningstar.com › fundsMutual Funds, ETFs, and Fund Ratings | Morningstar

   www.morningstar.com › funds

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   Morningstar’s latest mutual fund research and analysis. Get an inside look at the mutual fund industry and your favorite funds through the eyes of our analysts.

   • Fund Compare

     Morningstar is an investment research company offering...

   • 4 Equity Funds With High Portfolio Turnover

     For example, the fund overweighted financial-services stocks...

   • Premium Fund Screener

     Morningstar is an investment research company offering...

   • Medalist Funds

     These mutual funds have cleared two high hurdles to get on...

   • The Best Growth Funds

     These top-rated mutual funds and ETFs make excellent...

3. morningstardirect.morningstar.com › clientcommViewing Charts, Reports, and Fund Holdings in Morningstar Direct

   morningstardirect.morningstar.com › clientcomm

   This exercise guide focuses on accessing charts, reports, and holdings information from the Workspace module and Presentation Studio, but they are also available from the Local Databases, Global...

   • File Size: 4MB

   • Page Count: 33

4. markets.ft.com › data › fundsFund Data - performance, risk, ratings, assets and holdings ...

   markets.ft.com › data › funds

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   Search or browse for funds and find prices, performance, history and ratings information. Use our fund screener and compare tool to analyse potential investments.

5. fundresearch.fidelity.com › mutual-funds › summaryFSELX - Fidelity ® Select Semiconductors Portfolio | Fidelity ...

   fundresearch.fidelity.com › mutual-funds › summary

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   3 days ago · What does it mean? A fund's Morningstar Rating is a quantitative assessment of a fund's past performance that accounts for both risk and return, with funds earning between 1 and 5 stars. As always, this rating system is designed to be used as a first step in the fund evaluation process.

6. addin.morningstarcommodity.comMorningstar Excel Add-In

   addin.morningstarcommodity.com

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   Currently, Morningstar Excel Add-In can support the following databases: Mutual funds, closed-end funds, stocks, ETFs, money market funds, hedge funds, separate accounts, market indices, categories and accounts/model portfolios/custom benchmarks. Economic data is also available and will continue to grow. Direct Users.

7. www.investopedia.com › articles › investingWhat Is a Mutual Fund Fact Sheet? - Investopedia

   www.investopedia.com › articles › investing

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   Apr 22, 2024 · A mutual fund fact sheet is a great place to start, providing the most important information on a fund—from its size and holdings to fees and strategy—before you decide to invest.

8. People also ask

   What is a mutual fund fact sheet?

   • A mutual fund fact sheet allows even the greenest investors to get up to date on a fund's key facts. Through simple formatting and a focus on easily digestible data, these sheets, typically updated monthly, are a good starting point for new investors. Mutual funds can be complex, but gaining a basic understanding of your investments is crucial.

   What Is a Mutual Fund Fact Sheet? - Investopedia

   www.investopedia.com/articles/investing/020116/what-mutual-fund-fact-sheet.asp

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   What is a vanguard 500 Index Fund Fact Sheet?

   • Above is the main part (truncated) of the mutual fund fact sheet for one of the biggest, the Vanguard 500 Index Fund. The fact sheet provides the details you need, including the investment objective and strategy, the benchmark, annual and total returns, and other relevant fund facts:

   What Is a Mutual Fund Fact Sheet? - Investopedia

   www.investopedia.com/articles/investing/020116/what-mutual-fund-fact-sheet.asp

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   What does a fund manager say on a fact sheet?

   • Manager commentary: Some fact sheets include a section where the fund manager provides more information about what has driven recent performance, any recent changes in the fund's holdings or strategies, and the outlook based on present market conditions.

   What Is a Mutual Fund Fact Sheet? - Investopedia

   www.investopedia.com/articles/investing/020116/what-mutual-fund-fact-sheet.asp

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   Should you read a mutual fund fact sheet?

   • Mutual fund fact sheets are to be read by the average investor, so you don’t need a wealth of investment or financial knowledge to understand them. The document concisely explains the benefits and risks of that particular mutual fund. When you're choosing among mutual funds, take the time to read these carefully.

   What Is a Mutual Fund Fact Sheet? - Investopedia

   www.investopedia.com/articles/investing/020116/what-mutual-fund-fact-sheet.asp

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9. www.morningstar.com › en-uk › productsInvestment Data | Mutual Fund Databases | Morningstar

   www.morningstar.com › en-uk › products

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   Discover our data solutions for retail and institutional audiences that span over 800,000 investment offerings across managed investments, equities, indexes and more.