Morningstar Fund Investing Guide.
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Selecting the right investments for your portfolio doesn’t have to be a complicated & overwhelming task. The Morningstar Guide to Fund Investing focuses on helping you understand all things managed funds.

By using the Guide to Fund Investing, you will learn more on :

What a managed fund is and the pros and cons of investing in them.
What to consider before investing in managed funds, such as fees, minimum investment amounts and performance.
How to determine if managed funds align with your portfolios goals and objectives.

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How Does Premium Empower Investors?

Independent Research

Details matter when it comes to investment decisions. That's why our fiercely independent analysts ask the tough questions. We look at investments with unshakeable standards, and we call it like we see it.

High Quality Data

Comprehensive and timely data fuels our research. Our global database is one of the largest, but the real power is in the standards we apply to ensuring it's quality.

Design and Technology

We tirelessly pursue new ways to combine our data and research with design and technology to help solve investors' problems. Our solutions pave the way for investors to reach their goals with confidence.

Independent Research

"My financial adviser may recommend something but I won't buy it until I get to see what Morningstar says about it."

Long-Term Investing Philosophy

"Morningstar investing philosophy and guidance helped me getting back on track after the GFC, and I never looked back."

High-Quality Data

"Every week, I look at Morningstar stock reports. Their research really helps me in making the right decisions."

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QUESTIONS? WE'RE HERE TO HELP