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Your Questions About Mutual Funds Ratings




David asks…




please give the sites where I can find ratings related to MUTUAL
FUNDS?




Steve Winston answers:

THE BEST site I know of is http://themutualfundstore.com

AND Mr. Adam Bold has a nationally syndicated, call-in radio program.

Thanks for asking your Q! I enjoyed answering it!

VTY,
Ron Berue
Yes, that is my real last name!




                                                                        1/6
James asks…




How seriously should we take ratings of mutual funds given by
various websites?
While planning for investment in mutual funds, I often look what return and risk category the
fund falls into as stated by various websites. I also see what "star" category the fund falls into. Is
this method correct? Do all the websites evaluate funds in the same way?
In some cases I find many funds are of five star category but some are rated as superior/elite
etc and others are not rated at all. Why is it so? Also, when I find any fund I have invested, gets
poorer category class, is it time to stop investing in that fund and switch over to some better
one? Or should I wait to see its performance for a little while? after all behavior of equity funds
are to be judged over long time interval.




Steve Winston answers:

I also used star rating of icicidirect and money control as ref. For investment.
I also checked their top holdings.
I checked their past performance for more than five years in SIP and also in point to point
investment.
I also checked fund manager's profile. Fund house is also important.
I believe in investing through SIP only with more than five years investment horizon.

There are some other methods to evaluate funds but that is beyond my scope of knowledge




                                                                                                2/6
presently.




Laura asks…




How to Pick Mutual Funds on MorningStar?
Someone recommended MorningStar site as a place to check for best-rated funds, but it seems
like I have to subscribe to their site to be able to view that information. Is that correct or am I'm
just missing it somehow. How do you go about picking your funds? Are there any good online
sites that you rely upon? I saw one called wikiwealth, but what confuses me is that different
sites have different opinions / ratings on the same fund. Thanks!




Steve Winston answers:

Look at the returns, how the fund performed compared to it's index, expense ratio, the star
rating, etc.
Each site has their own analyst & rating criteria. So it's not likely they will agree. There are many
sites where you can get mutual fund ratings: MSN, Yahoo, CnnMoney, as well as morningstar.




                                                                                               3/6
I am a morningstar premium member, so I get access to all their fund information. Agreed, they
don't give out as much FREE INFO as they used to. But you can also get some pretty good
analysis from the other sites. Just might take a little more digging.




Lizzie asks…




Mutual Funds and dividend yield?
When reading ratings of stock mutual funds in Forbes or Kiplinger's magazine, why is it a
colum is never entered for certain funds for dividend yield?
The mutual fund types in particular I'm asking about are say equity income, balanced funds
where a good portion is put into bonds and say a sector fund of large bank stocks. Especially
now in the bank area where they have tumbled. If a bank still pays same dividend and the price
has gone south a lot, the dividend yield would rise a great deal. So , why do these magazines
not have a of dividend yield for Certain funds?




Steve Winston answers:

For mutual funds, the thing you need to look at is Total Return, not "dividend yield." Mutual




                                                                                                4/6
funds make periodic dividend/capital gains distributions, but it does not work like individual
stocks or bonds.




Thomas asks…




Is there an ETF or mutual fund based on Morningstar's star
ratings?
Morningstar also maintains a star rating of individual stocks.




Steve Winston answers:

There are at least eight ETF's based on Morningstar ratings. These include
JKI,JKL,JKJ,JKF,JKD,JKG,JKK and JKE. Each is based on a different segment of the market,
such as small cap, growth, etc. Just type in the symbol in yahoo finance, and then click profile to
see what the ETF tracks.




                                                                                                 5/6
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Your Questions About Mutual Funds Ratings

  • 1. Your Questions About Mutual Funds Ratings David asks… please give the sites where I can find ratings related to MUTUAL FUNDS? Steve Winston answers: THE BEST site I know of is http://themutualfundstore.com AND Mr. Adam Bold has a nationally syndicated, call-in radio program. Thanks for asking your Q! I enjoyed answering it! VTY, Ron Berue Yes, that is my real last name! 1/6
  • 2. James asks… How seriously should we take ratings of mutual funds given by various websites? While planning for investment in mutual funds, I often look what return and risk category the fund falls into as stated by various websites. I also see what "star" category the fund falls into. Is this method correct? Do all the websites evaluate funds in the same way? In some cases I find many funds are of five star category but some are rated as superior/elite etc and others are not rated at all. Why is it so? Also, when I find any fund I have invested, gets poorer category class, is it time to stop investing in that fund and switch over to some better one? Or should I wait to see its performance for a little while? after all behavior of equity funds are to be judged over long time interval. Steve Winston answers: I also used star rating of icicidirect and money control as ref. For investment. I also checked their top holdings. I checked their past performance for more than five years in SIP and also in point to point investment. I also checked fund manager's profile. Fund house is also important. I believe in investing through SIP only with more than five years investment horizon. There are some other methods to evaluate funds but that is beyond my scope of knowledge 2/6
  • 3. presently. Laura asks… How to Pick Mutual Funds on MorningStar? Someone recommended MorningStar site as a place to check for best-rated funds, but it seems like I have to subscribe to their site to be able to view that information. Is that correct or am I'm just missing it somehow. How do you go about picking your funds? Are there any good online sites that you rely upon? I saw one called wikiwealth, but what confuses me is that different sites have different opinions / ratings on the same fund. Thanks! Steve Winston answers: Look at the returns, how the fund performed compared to it's index, expense ratio, the star rating, etc. Each site has their own analyst & rating criteria. So it's not likely they will agree. There are many sites where you can get mutual fund ratings: MSN, Yahoo, CnnMoney, as well as morningstar. 3/6
  • 4. I am a morningstar premium member, so I get access to all their fund information. Agreed, they don't give out as much FREE INFO as they used to. But you can also get some pretty good analysis from the other sites. Just might take a little more digging. Lizzie asks… Mutual Funds and dividend yield? When reading ratings of stock mutual funds in Forbes or Kiplinger's magazine, why is it a colum is never entered for certain funds for dividend yield? The mutual fund types in particular I'm asking about are say equity income, balanced funds where a good portion is put into bonds and say a sector fund of large bank stocks. Especially now in the bank area where they have tumbled. If a bank still pays same dividend and the price has gone south a lot, the dividend yield would rise a great deal. So , why do these magazines not have a of dividend yield for Certain funds? Steve Winston answers: For mutual funds, the thing you need to look at is Total Return, not "dividend yield." Mutual 4/6
  • 5. funds make periodic dividend/capital gains distributions, but it does not work like individual stocks or bonds. Thomas asks… Is there an ETF or mutual fund based on Morningstar's star ratings? Morningstar also maintains a star rating of individual stocks. Steve Winston answers: There are at least eight ETF's based on Morningstar ratings. These include JKI,JKL,JKJ,JKF,JKD,JKG,JKK and JKE. Each is based on a different segment of the market, such as small cap, growth, etc. Just type in the symbol in yahoo finance, and then click profile to see what the ETF tracks. 5/6
  • 6. Powered by Yahoo! Answers Read More… Your Questions About Mutual Funds Ratings 6/6 Powered by TCPDF (www.tcpdf.org)