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The Handbook of Professionally Managed Assets: A Definitive Guide to Profiting from Pooled Investments by Keith R. Fevurly

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Mutual Fund Performance Measures and Selection Criteria

There are two main ways to evaluate the performance of an open-end investment company or mutual fund. The first is to read the prospectus that every fund is required to issue. The performance history of the fund, along with the fund’s investment objective and expenses, are included in the first several pages of the prospectus. The second is to use a professional reference service .

Several services track mutual fund performance (and provide other important data), but the most frequently used is Chicago-based Morningstar, Inc. Morningstar’s web site (www.morningstar.com) hosts a wealth of ...

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