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Why does morning star rating on a mutual fund show 3 stars while the fund made 22% returns in the last year? |
Why does morning star rating on a mutual fund show 3 stars while the fund made 22% returns in the last year? because to get the 22% they took on too much risk, or the fees were exorbitant, or the manager is changing, or .. The ratings aren't simply based on one year's performance. They have a host of factors considered. It can be of a few other factors. Annualized return, not just the return from last year. Risk factor. Price to earnings ratio. Ect. The morningstar ranking system is based on return vs volatility against its peers. If the fund was in a high flying asset group, 22% may not have been that high. It is also a long term rating so although the most recent returns are the most important in the rankings, longer term performance is taken into account |
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Balanced Fund: $21.7251 Dividend Fund: $28.0726 ...Use an index fund that buys the total or the top 500 of the market. ...Not unless you have earned income for the year, enough to allow you to contribute that much to an IRA. If you do, then the IRS doesn't care where you got the money - you can take it from your... it is ever changing - information (latest) are available in web site they do publish with their advertisement ...mutual fund is a pool of money that is invested by a manager for people who have contributed to the pool. It allows small investors to own a diversified portfolio of securities with a relatively ... Not sure if these are the HIGHEST performing, but here are some high performing ones: 1 year: UJPIX Profunds Ultra Japan +83.16% 5 year: EUROX US Global Investors Eastern Europe +42.79/yr ... Go to www.moneycontol.com ...ETF stands for exchange traded fund. That term encompasses both some index funds and also closed end funds. They are traded like stocks, based on what people are willing to pay form them. Mutual... |
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