What do you think?
Rate this book
Morningstar Guide to Mutual Funds: 5-Star Strategies for Success
Praise for Morningstar Guide to Mutual Funds
"Picking actively managed mutual funds is no mean challenge. And as the recent era underscores, past performance is of little help. The Morningstar Guide to Mutual Funds helps cut through the fog with a solid volume of constructive advice. The central message-'truly diversify, keep it simple, focus on costs, and stick with it'-is not only timeless, it is priceless."
-John C. Bogle, founder and former CEO, The Vanguard Group
"There's nothing Morningstar doesn't know about mutual funds. And at last, for ready reference, there's a book. You'll find everything here you need to know about managing fund investments, inside or outside a 401(k)."
-Jane Bryant Quinn, Newsweek columnist and author of Making the Most of Your Money
"All serious mutual fund investors know that Morningstar is the source of impeccable data and sound investment advice. This book is the culmination of nearly two decades of research, analysis, and good old commonsense wisdom."
-Tyler Mathisen, financial journalist, CNBC
"Momentum investing, the hype in NASDAQ, the dot-com mania are mostly behind us. Now, we must navigate through the market debris. We need a compass as we look to allocate our financial resources in a way best suited to maintain purchasing power and fully fund retirement. The Morningstar Guide will help investors find true north and steer a course to reach their long-term financial goals."
-Mario J. Gabelli, Chief Investment Officer
Gabelli Asset Management, a publicly traded company
"A generation of investors who took the stock market for granted now know how important it is to understand-and control-their own investments. The Morningstar Guide should be their most important resource."
-Terry Savage, Chicago Sun-Times financial columnist and author of The Savage Truth on Money
"Picking actively managed mutual funds is no mean challenge. And as the recent era underscores, past performance is of little help. The Morningstar Guide to Mutual Funds helps cut through the fog with a solid volume of constructive advice. The central message-'truly diversify, keep it simple, focus on costs, and stick with it'-is not only timeless, it is priceless."
-John C. Bogle, founder and former CEO, The Vanguard Group
"There's nothing Morningstar doesn't know about mutual funds. And at last, for ready reference, there's a book. You'll find everything here you need to know about managing fund investments, inside or outside a 401(k)."
-Jane Bryant Quinn, Newsweek columnist and author of Making the Most of Your Money
"All serious mutual fund investors know that Morningstar is the source of impeccable data and sound investment advice. This book is the culmination of nearly two decades of research, analysis, and good old commonsense wisdom."
-Tyler Mathisen, financial journalist, CNBC
"Momentum investing, the hype in NASDAQ, the dot-com mania are mostly behind us. Now, we must navigate through the market debris. We need a compass as we look to allocate our financial resources in a way best suited to maintain purchasing power and fully fund retirement. The Morningstar Guide will help investors find true north and steer a course to reach their long-term financial goals."
-Mario J. Gabelli, Chief Investment Officer
Gabelli Asset Management, a publicly traded company
"A generation of investors who took the stock market for granted now know how important it is to understand-and control-their own investments. The Morningstar Guide should be their most important resource."
-Terry Savage, Chicago Sun-Times financial columnist and author of The Savage Truth on Money
- GenresFinance
304 pages, Paperback
First published December 13, 2002
41 people are currently reading
66 people want to read
Ratings & Reviews
Friends & Following
Create a free account to discover what your friends think of this book!
Community Reviews
Displaying 1 - 7 of 7 reviews
November 17, 2020
In the Monringstar Guide to Mutual Funds, Christine Benz et al. give an overview of mutual funds, diversification of a portfolio, and discuss the volatility and risk associated with a variety of different investments. This reader was previously able to obtain about ninety percent of the information in this book by clicking through online brokerage websites, but it is an organized and fairly comprehensive presentation that would be more useful to the new investor. The book combines recommendations for investment ideas, economic explanations for how different types of investments can match the investor's goals, and tax strategies for minimizing losses to the IRS. The writing style is clear and to-the-point, so the authors impart a decent amount of information in a small space while including humor and examples that keep the pages turning. Although it contains nothing profound, the Morningstar Guide achieves its objective of introducing mutual funds and encouraging a safe and responsible approach to investing in them.
November 22, 2025
Some timeless advice and teachings mixed with outdated fund favorites
At the time I read the book it was nearly 20 years old. The book does a fantastic job explaining the breadth of investment choices and guides you through how to build your portfolio based upon your goals and time horizon. Includes advice on going it alone or using an advisor. Anywhere they talked about Morningstar favorites was 20 years old.
At the time I read the book it was nearly 20 years old. The book does a fantastic job explaining the breadth of investment choices and guides you through how to build your portfolio based upon your goals and time horizon. Includes advice on going it alone or using an advisor. Anywhere they talked about Morningstar favorites was 20 years old.
January 7, 2018
A useful resource for the amateur investor.
October 25, 2020
Good, but outdated.
November 20, 2007
Like a lot of modern financial guides aimed at the common man (ahem, myself), this book assumed too much knowledge. Written in a minimalist, hyper-simple style with a calm font, it seemed like a perfect jumping off point for my interest in mutual funds. Unfortunately, far too much time is devoted to funds with exorbitant minimum requirements (people who can afford million dollar funds probably aren't reading how-to books). Disappointing.
July 18, 2013
This book guide us how to properly pick up Mutual Funds or in my country we called it Reksadana. Morningstar is the credible sources suits to discuss the subject. A one sit read book and you will get the most value out of it. My suggestion perhaps to starts studying on the subject from Investopedia with references to Morningstar website before digging in this book. Happy learning!
November 19, 2017
Outdated information, needs to show their own actual reports for better reference.
Displaying 1 - 7 of 7 reviews