The Handbook of Professionally Managed Assets: A Definitive Guide to Profiting from Pooled Investments
by Keith R. Fevurly
Acknowledgments
I would like to acknowledge the courtesy of Morningstar, Inc., in permitting me to reproduce the five Morningstar profile or quote pages that appear at the ends of Chapters 5, 6, 8, and 15. I selected the subject funds of these five sample Morningstar quotes exclusively and arbitrarily for the pedagogic purpose of illustrating in pragmatic terms the methods and techniques described in the respective chapters for examining the key metrics and performance history of a given fund as variably afforded by Morningstar. The sample fund or funds reproduced at the end of a given chapter are referenced explicitly and implicitly throughout that chapter. Certain comments in the four chapters with Morningstar quote pages reflecting my analysis ...
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