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Full Description
Author Russel Kinnel walks readers through the handful of key factors they need to pick winning funds. Armed with the quantitative data and qualitative research, they will gain the confidence to pick great funds for the long-term. This book will be accompanied by a web-based tool created by Morningstar, which will enable readers to evaluate their own funds using Kinnel's criteria. Written in a fun and accessible manner, The Fund Spy offers Kinnel's unique insight as a 14-year Morningstar fund analyst. He speaks plainly about the conflicts that can go against investors' interests, explaining how to avoid traps and push out the slick sales pitches facing today's investors. He also offers several "10 lists," which provide quick answers to investors' most common questions (e.g., the Top 10 Funds to Recommend to Relatives, the 10 Best Contrarian Managers, the 10 Most Overrated Managers).
Contents
Foreword ix
Preface xi
Acknowledgments xv
Chapter 1: The Remarkable Gap Between Winners and Losers 1
Chapter 2: Does Your Manager Eat His Own Cooking? 9
Chapter 3: New Trading Cost Estimates Shed Light on a Big Mystery 17
Chapter 4: The Power of Expense Ratios Is Greater Than You Think 25
Chapter 5: How to Use Total Returns Wisely 35
Chapter 6: Understanding Mutual Fund Strategies and Fundamental Risk 45
Chapter 7: How to Find Good Managers and Avoid the Dodgy Ones 69
Chapter 8: The Inside Scoop on No-Load Fund Companies 77
Chapter 9: The Inside Scoop on Broker-Sold Fund Companies 99
Chapter 10: Twenty Great Funds That Passed My Test 111
Appendix A: The Best of Eleven Years of Fund Spies 121
Appendix B: Vital Statistics on the 20 Funds That Passed Our Test 153
Glossary 157
About the Author 169
Index 171
