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Fund Spy
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Fund Family Reports
Concentrated. Insightful. Perceptive.
Monthly fund family newsletter.
Morningstar® Fund Family Reports each delve into a large fund family—Fidelity Investments, Vanguard Funds, and American Funds—to provide independent opinion and specific information every month. Look up specific family funds to buy, whether you’re an aggressive, moderate, or conservative investor. Build a diversified portfolio within a fund family.
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In each issue
Detailed discussions of domestic-stock, foreign-stock, and fixed-income funds within a family, including analysis of Morningstar's favorites in each classification
Best and worst performers
Morningstar Analyst Picks, Pans, and Role Players
Three Morningstar portfolio styles (aggressive, moderate, and conservative) for each fund family
Performance Wrap: comprehensive month-end data on every fund
Key Features
Review first issue risk-free
Investors can concentrate on one fund family and build a diversified portfolio based on aggressive, moderate, or conservative growth goals
Performance data for up to 10 years, revealing which funds outshined or were eclipsed by other funds in the family
PDF newsletter delivered monthly via email
Publication Details
Each issue is eight pages, plus performance information
One-year subscription to a fund family contains 12 issues; single issues are available
Edited by senior Morningstar analysts
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