| Course 208: | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Examining a Stock Fund's Portfolio, Part 2 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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We've described the Morningstar style box as the "snapshot" of a fund's investment style. It's the best place to start if you're trying to uncover how a fund invests-but don't stop there. A handful of other portfolio statistics reveal additional insights into individual funds-information about a fund's risk and return potential that style boxes don't reveal. Next: Sector Weightings >> | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Learn how to invest like a pro with Morningstar’s Investment Workbooks (John Wiley & Sons, 2004, 2005), available at online bookstores. | ||
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