Posts Tagged as ‘mutual fund’

August 10, 2008

Morningstar guide to Mutual Fund Investment

Always ask yourself five question before you proceed to buy a unit trust:

What does the fund own?
How has the fund performed?
How risky has the fund been?
Who runs the fund?
What does the fund cost?

To evaluate “what does the fund own”, you can employ morningstar investment style box, explained below:
Morningstar investment box for stocks (equity)

Level of [...]