2006-11-19 14:23:47 · 2 answers · asked by sindy y 1 in Business & Finance ➔ Investing
Morningstar is famous for its mutual fund coverage. But in the research department, they are known for their sector diversification and allocation tools.
From personal experience, the morningstar review is their "9-Box allocation" tool where you can see how your portfolio is allocated based on value, blend, and growth categories crossed by large cap, mid-cap, and small-cap market capitalizations.
Morningstar is always a great help to see how my portfolio is allocated based on sector and industry allocations versus major indices such as the S&P 500.
2006-11-19 14:52:24 · answer #1 · answered by MadMoney 2 · 1⤊ 0⤋
morningstar is a mutual fund review company. oh sure they offer other services but their forte is mutual funds and how they're doing. Also it explains mutual funds and does peer to peer comparisons. Want to know what's hot? what's not? which to buy? (it ain't the hot ones)
morningstar compiles the 10000+ mutual funds there are and serves them up a la za style.
2006-11-19 22:28:15 · answer #2 · answered by fillblanks 2 · 0⤊ 0⤋