Course 208:
Examining a Stock Fund's Portfolio, Part 2
In this course
1 Introduction
2 Sector Weightings
3 Average Market Capitalization
4 Price/Earnings and Price/Book Ratios
5 Number of Holdings
6 Turnover Rates

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 >>

 
Search     
Print Lesson  | Feedback
Del.icio.us Del.icio.us | Digg! digg it
  Learn how to invest in mutual funds like a pro with Morningstar's Fearless Investing Series of workbooks (John Wiley & Sons, 2005). Click here for more information.
© Copyright 2005 Morningstar, Inc. All rights reserved. Please read our Privacy Policy.
If you have questions or comments please contact Morningstar.