CH4 1.
Bond Funds One of the best Internet sites for information on mutual funds is www.morningstar.com. Go to the Web site and find the ticker symbol for the Harbor Bond Fund. Find all of the following information on the Web site for this fund: loads, expense ratio, top five holdings, bond quality ratings, the fund's rank in its category for the last seven years, and the Morningstar rating. Next, find out how the Morningstar star ranking system works.
2.
Stock Funds Go to www.morningstar.com and find the ticker symbol for a domestic stock fund. Enter the ticker symbol and find the following information for the fund: manager and manager start date, year-to-date return, three-year return, five-year return, front-end or back-end loads, actual and maximum 12b-l fees, management fees, expense ratio, the top 25 holdings, and the fund address and phone number.
3.
Morningstar Fund Selector Find the mutual fund screener on the Morningstar Web site. How many funds fit the following criteria: domestic stock fund, minimum initial purchase equal to or less than $500, expense ratio less than or equal to category average, and turnover less than 75 percent?
CH4 1.
Bond Funds One of the best Internet sites for information on mutual funds is www.morningstar.com. Go to the Web site and find the ticker symbol for the Harbor Bond Fund. Find all of the following information on the Web site for this fund: loads, expense ratio, top five holdings, bond quality ratings, the fund's rank in its category for the last seven years, and the Morningstar rating. Next, find out how the Morningstar star ranking system works.
2.
Stock Funds Go to www.morningstar.com and find the ticker symbol for a domestic stock fund. Enter the ticker symbol and find the following information for the fund: manager and manager start date, year-to-date return, three-year return, five-year return, front-end or back-end loads, actual and maximum 12b-l fees, management fees, expense ratio, the top 25 holdings, and the fund address and phone number.
3.
Morningstar Fund Selector Find the mutual fund screener on the Morningstar Web site. How many funds fit the following criteria: domestic stock fund, minimum initial purchase equal to or less than $500, expense ratio less than or equal to category average, and turnover less than 75 percent?
