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Lookup A Fund

The key to success is a balanced portfolio. How? By keeping the right 'mix' of what and how much you own. But first you should know what you own. If you don't know, follow these three easy steps. Use our mock-up of Morningstar's Quicktake Report to learn how to look up mutual funds. 

Go to Morningstar. Enter the mutual fund symbol or name in the Quicktake® Reports box. (in the upper left corner). In our example below it's called "Your Mutual Fund Name Here. You'll get the Quicktake Report back in a moment.

First, the type. Is it a stock, bond, or hybrid mutual fund? Go to the Morningstar Category in the right hand column. In our example, this is a STOCK FUND. 

Second, is it domestic or international? Go to the Morningstar Category again. In our example, this is an INTERNATIONAL FUND. (Internationals may be characterized as international, foreign, world or have a regional / country name.) If you're using RetireMite™, you're finished! Just select your account, input the fund name and type, and the $ amount. RetireMite™ takes over and automatically compares this with your balanced portfolio model and shows you if it fits.

Third, how big are the companies this mutual fund holds? (Company size is determined by the total market worth of a company, which is called its market capitalization or 'market cap'). Look in the grid in What Does This Fund Own? section to find out. In our example, this fund is a LARGE. Look in the Asset Allocation % section if you need more information (you may want to do this for 'hybrids').

There's lots of other information as well, like past performance, risk & return, valuation (is it value, growth or a blend), and the sectors and holdings the fund is invested in.

Morningstar Quicktake Report   Your Mutual Fund Name Here Click here for information from Your Fund Get a 1-page, print-perfect Morningstar Analysis of this fund. How Has This Fund Performed? Growth of $10,000 Fund: Your Fund    Category:   World Stock  Index: S&P 500   Annual Returns 1999 2000 2001 02-02 Fund 20.5 25.9 64.4 13.1 +/- Cat 8.6 13.4 26.9 10.0 +/- Index -12.9 -2.7 43.3 19.9 Data through 02-28-2002 Category Rating        Return High Risk Low Data through 02-28-2002  Fund Details Sales Charge %      Front:   None    Deferred:   None Expense Ratio %   0.88 Manager Name: Hilda Haynes Manager Start Date: 10-01-1992 Manager Name: Larry Chwang Manager Start Date: 09-30-1999  Quick Stats NAV (03-21-2000)   $ 87.17 Day Change   $ 1.09 YTD Return %   14.05% Morningstar Rating   Morningstar Category   World Stock Net Assets ($mil)    Inside Scoop  What Does This Fund Own? Style Box    Asset Allocation %   Top 3 Stock Sectors% Stocks 91.8 Technology 38.9 Bonds 0.0 Services 34.7 Cash 8.2 Durables 6.4 Other 0.0 Asset data through 02-28-2002 Sector data through 02-28-2002      Top 5 Holdings  Get Price Quotes     Name of Holding   YTD Return    % Net Assets

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