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Kathy Panagopouloskathy.panagopoulos@morningstar.com
Morningstar Shares Proven Investing Tactics with First Book, 'Morningstar Guide to Mutual Funds: 5-Star Strategies for Success'

CHICAGO, Jan 21, 2003 – Despite turbulent markets and corporate scandals, mutual funds remain a great investment choice with many advantages, says Morningstar in its first book, Morningstar Guide to Mutual Funds: 5-Star Strategies for Success. The book outlines the best lessons and proven strategies from nearly two decades of experience to help investors select the right mutual funds to meet their investment goals.

Written by a trio of seasoned Morningstar analysts, Christine Benz, Peter Di Teresa, and Russel Kinnel, with a foreword from Don Phillips, Morningstar's managing director, the Morningstar Guide to Mutual Funds is an invaluable resource for investors of all levels. 

"Investing horror stories have been all over the news the past few years. Funds haven't escaped unscathed, but their benefits, such as low fees, diversification, and experienced managers, have been evident," said coauthor Christine Benz. "The book explains how people can identify their financial goals and create diversified mutual fund portfolios to help them reach their objectives. We want to help people become long-term, knowledgeable, and confident investors." 

The Morningstar Guide to Mutual Funds addresses the basics of fund selection, winning portfolio-building strategies, and instructions on using Morningstar's proprietary tools. 

Filled with lively anecdotes and examples, the book features:

  • Advice on evaluating a fund manager's track record     
  • Explanations of expense ratios, loads, and other fund charges     
  • Strategies for diversification across investments and asset classes     
  • Techniques for assessing a fund's past volatility and future risk     
  • Pointers on periodically rebalancing a portfolio     
  • Fund company profiles that highlight strengths and weaknesses

About the Authors
Christine Benz is editor of Morningstar® FundInvestor, a monthly newsletter for individual investors and Morningstar® Funds 500™, an annual publication covering the top 500 mutual funds. She has worked as a Morningstar analyst and editor for the past nine years, focusing primarily on growth-oriented funds.

Peter Di Teresa is a retirement-plan consultant with Morningstar Associates, LLC, a registered investment adviser and wholly owned subsidiary of Morningstar, Inc. He joined Morningstar as a mutual fund analyst in 1995 and has written for several different publications, including Morningstar® Mutual Funds™ and Morningstar® FundInvestor™. He created the popular Ask the Professor column for Morningstar.com, the company's investment Web site. 

Russel Kinnel is director of mutual fund analysis for Morningstar, Inc. He writes the widely read Fund Spy column for Morningstar.com, the company's investment Web site, and manages Morningstar's team of 25 mutual fund analysts. Kinnel helped develop the new Morningstar Rating™ for funds and the new Morningstar Style Box™.

About Morningstar, Inc.
Chicago-based Morningstar, Inc. is a global investment research firm, offering an extensive line of print, software, and Internet-based products and services for individuals, financial advisors, institutions, and the media. The company is a trusted source for investment information, data, and analysis of stocks, mutual funds, exchange-traded funds, closed-end funds, and variable annuity/life subaccounts.

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