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How the new Morningstar Ratings for mutual funds have been determined since mid-2002 - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, As of June 30, 2002, Morningstar, Inc. began to use significantly revised methods to define its star ratings for mutual funds. This article summarizes Morningstar’s new Morningstar Rating* methods as defined in its publications.
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- How to Lie with Statistics - Investment Performance Charts
How to lie with statistics: Investment performance charts - A Tip from The Skilled Investor Darrell Huff wrote a short and very informative book, How to Lie
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- Index Mutual Funds and Index Exchange Traded Funds (ETFs) - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds an...
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- Insure against risks economically - Step 8 of 10 Financial Planning Steps in the Right Direction - The Skilled Investor prov...
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- Morningstar Ratings should be used with caution - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > M...
Morningstar Ratings should be used with caution - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Mutual Fund Rating Services - Morningstar Star Ratings - Financial Articles, Investors appear to use the five star Morningstar Rating system as a shorthand metric to identify supposedly superior funds. Unfortunately, the stars do not seem to identify funds with persistently superior future performance. However, the stars may help to identify inferior funds that are more likely to continue to perform poorly in the future.
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- Mutual Fund Rating Services - Morningstar Star Ratings - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and E...
Mutual Fund Rating Services - Morningstar Star Ratings - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs - Financial Articles, Morningstar's star ratings are very widely used by investors and their advisors to simplify securities selection decisions. Articles in this section will help investors to understand better the utility of these star ratings.
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PIRATES OF THE CREDIT SEA - Part 1: My Treasure Is Taken! Regular readers of The Skilled Investor have already been warned previously of the general dangers
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- On-line Screening of ETFs and Mutual Funds - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs - Financ...
On-line Screening of ETFs and Mutual Funds - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs - Financial Articles,
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- On-line screening of mutual funds and ETFs -- Minimum Requirements - The Skilled Investor's FUND AUTHORITY SCORES for Mutual...
On-line screening of mutual funds and ETFs -- Minimum Requirements - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > On-line Screening of ETFs and Mutual Funds - Financial Articles, In this article, The Skilled Investor discusses minimum requirements for on line mutual fund and ETF screening tools. This article summarizes our seven scientifically based fund selection criteria and reports on our survey of the capabilities of free on line website tools to do screens using these criteria.
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- Rational selection of bond mutual funds and equity mutual funds -- overview - The Skilled Investor's FUND AUTHORITY SCORES f...
Rational selection of bond mutual funds and equity mutual funds -- overview - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > Selecting Diversified Investment Funds -- Mutual Funds and ETFs - Financial Articles, Given the extremely large variety and number of available fixed income and equity investment funds, investors need a rational basis to select among them. Without scientific selection criteria and a good understanding of which factors are more or less likely to increase risk adjusted returns, investors will make erroneous decisions based on false assumptions.
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- Scientific Investment Best Practices Articles - Personal Investment Management - Financial Articles
Scientific Investment Best Practices Articles - Personal Investment Management - Financial Articles, The Skilled Investor derives its information on optimal and efficient investing from the scientific investment literature. Articles in this section discuss how individual investors can follow best practices and distinguish investment fact from fiction.
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- Scientific mutual fund and ETF screening criteria -- a summary - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Fun...
Scientific mutual fund and ETF screening criteria -- a summary - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > On-line Screening of ETFs and Mutual Funds - Financial Articles, The Skilled Investor Blog published a series of articles on scientifically based selection criteria for mutual funds and exchange traded funds or ETFs. Scientifically based selection criteria are rational fund screening rules. They help you to winnow down the thousands of available investment funds to a more manageable group for your more careful evaluation prior to investing. This article summarizes these selection criteria.
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- Screening index mutual funds and ETFs on-line with IndexUniverse.com (Part 1 of 2) - The Skilled Investor's FUND AUTHORITY S...
Screening index mutual funds and ETFs on-line with IndexUniverse.com (Part 1 of 2) - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > On-line Screening of ETFs and Mutual Funds - Financial Articles, In this two part article, The Skilled Investor discusses how to screen index mutual funds and ETFs on line. This article focuses on using the free index mutual fund and ETF screener and database available at IndexUniverse.com. It also discusses the application of our seven scientifically based mutual fund and ETF screening criteria, during this process.
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- Screening index mutual funds on-line with IndexUniverse.com (Part 2 or 2) - The Skilled Investor's FUND AUTHORITY SCORES for...
Screening index mutual funds on-line with IndexUniverse.com (Part 2 or 2) - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > On-line Screening of ETFs and Mutual Funds - Financial Articles, In this two part article, The Skilled Investor discusses how to screen index mutual funds on line. This article focuses on using the free index mutual fund screener and database available at IndexUniverse.com. It also discusses the application of our seven scientifically based mutual fund screening criteria, during this process.
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- Screening Index Mutual Funds with IndexUniverse.com
Screening index mutual funds on-line with IndexUniverse.com In this article, The Skilled Investor discusses how to screen index mutual funds on-line. This
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- Screening Mutual Funds On-Line with Morningstar.com
Screening mutual funds on-line with Morningstar.com Summary: In this article, The Skilled Investor discusses how to screen mutual funds on-line using our
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- Screening mutual funds on-line with Morningstar.com (Part 1 of 2) - The Skilled Investor's FUND AUTHORITY SCORES for Mutual ...
Screening mutual funds on-line with Morningstar.com (Part 1 of 2) - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > On-line Screening of ETFs and Mutual Funds - Financial Articles, In this article, The Skilled Investor discusses how to screen mutual funds on line using our seven scientifically based mutual fund screening criteria. This article focuses on using the free mutual fund screener and database available at Morningstar.com.
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- Screening mutual funds on-line with Morningstar.com (Part 2 of 2) - The Skilled Investor's FUND AUTHORITY SCORES for Mutual ...
Screening mutual funds on-line with Morningstar.com (Part 2 of 2) - The Skilled Investor's FUND AUTHORITY SCORES for Mutual Funds and ETFs > On-line Screening of ETFs and Mutual Funds - Financial Articles, In this two part article, The Skilled Investor discusses how to screen mutual funds on line using our seven scientifically based mutual fund screening criteria. This article focuses on using the free mutual fund screener and database available at Morningstar.com.
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