Christine Benz

The Morningstar Investment Coach: Building a Diversified Portfolio allows readers to take the next step in their mutual fund journey. With discussions of topics such as gauging risk and return together, how to choose index and international funds, and the importance of knowing your mutual fund manager, this practical guide will help readers sharpen their mutual fund investing skills.

Morningstar Mutual Fund Investing Workbook, Level 2

Diversify Your Mutual Fund Portfolio

For those ready to move on to a higher level of mutual fund investing, The Morningstar Investment Coach: Maximizing Returns and Staying on Track is the ideal resource. Filled with in-depth insight and expert advice-including how to bear-proof your portfolio, calculate your personal rate of return, and rebalance your portfolio-this guide will add advanced techniques to the sophisticated investor's mutual fund investing toolbox.

Morningstar Mutual Fund Investing Workbook, Level 3

Maximize your Mutual Fund Returns

Pat Dorsey

Today's investment environment is filled with more choices than ever before. But with so many choices and so much information available for each one, investors face an uphill battle when attempting to make important investment decisions. Now, in a single volume for the first time, Morningstar, Inc. looks to improve this situation with Morningstar Complete Investor.Divided into two comprehensive parts, Morningstar Complete Investor focuses on two of the most important investment vehicles currently available-mutual funds and stocks. It offers straightforward and accessible advice on understanding the essential features of these investments and illustrates how to integrate them into your own personal portfolio.In the first part of the book, Morningstar mutual fund expert Christine Benz will put you on the right path to building a sound, satisfying, and profitable mutual fund portfolio. She walks you through the often-intimidating mutual fund selection process, helps you choose the right funds to meet your goals, and shows you how to protect your assets in any market environment. Benz also discusses how to:* Minimize mutual fund costs by understanding expense ratios, loads, and other fund charges* Keep your portfolio on the right track with quarterly and annual reviews* Assess the quality of a fund's manager, and next steps should a fund manager leaveIn the second part of the book, Pat Dorsey, the Director of Stock Analysis for Morningstar, Inc., will help you understand how stocks operate, how to avoid the common pitfalls of stock investing, and how to build a strong portfolio of stocks. Filled with unparalleled stock research and investment strategies, this section covers a wide range of stock-related topics, including:* How to find great companies that will create shareholder wealth* How to dig into a financial statement and find hidden gold . . . and deception* How to recognize red flags that can cause blowups in a portfolioYou don't need an MBA to be a successful investor. What you do need is accurate information and the knowledge and self-confidence to act on that information. Brought to you by Morningstar, Inc., Morningstar Complete Investor will give you the information you need to succeed and help you build and maintain a profitable portfolio today, and for years to come.

Morningstar Complete Investor

The quick and easy way to manage money and achieve financial goals The recent economic meltdown has left people in terrible financial shape with little idea of how to turn things around. Using Morningstar's time-tested strategies and sensible approach to money management, Morningstar's 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances breaks down important financial tasks into do-able chunks, each of which can be accomplished in 30 minutes or less. The practical, no-nonsense book Lays out the tools to get organized, including how to create a filing and bill paying system Details how to find the best uses for one's money, as well as how to properly invest for savings, college, and retirement Other titles by Benz: Morningstar® Guide to Mutual Funds: Five Star Strategies for Success These are uncertain times. Morningstar's 30-Minute Money Solutions provides expert guidance on all aspects of personal money management, and it does so in quick, easily digestible steps.

A Step-by-Step Guide to Managing Your Finances

Morningstar's 30-Minute Money Solutions

GUIDE TO MUTUAL FUNDS SECOND EDITION "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 information. 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 "Successful investors know they must do their own due diligence. Morningstar has done much of that homework in this guide. Leave it to Morningstar to get it right, offering smart ways to pick, build and monitor a portfolio. It's a commonsense guide that should grace every investor's shelf." --Ted David, CNBC Anchor "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

Christine Benz

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