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Fin Planning July 2016 - "How Morningstar Rates Mutual Funds"

Fin Planning July 2016 - "How Morningstar Rates Mutual Funds"

Fin Planning July 2016 - "How Morningstar Rates Mutual Funds"

Excerpt


How Morningstar Rates Mutual Funds



Mutual funds started to become popular back in the 1980s. However, there was one problem. Lack of information. While stock investors could get information on individual companies, mutual funds were comprised of up to hundreds of companies in different allocations, so individual holding research was futile. 


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