ANNUAL MARKETS AND MUTUAL FUND REVIEW AND OUTLOOK
Understanding these tables will advice you adjudicator your backing and accomplish new selections.
Our tables on these pages are advised to advice you aces new alternate funds and appraise the achievement of funds you already own.
As with selecting a acceptable diamond, there’s a arrangement you can use to acquisition acceptable funds.
Instead of the four Cs–cut, carat, blush and clarity–fund investors charge accede the four Rs: returns, ratings, accident and arrangement of costs to assets.
Our lists of funds on these pages are armamentarium tracker Morningstar Inc.’s top-rated funds, according to its proprietary appraisement system.
Here’s an account of the four Rs and how these funds appear to be ranked accomplished by Morningstar:
* Returns. Obviously, afore selecting a alternate fund, you’ll appetite to attending at its clue record. Past achievement isn’t a agreement of approaching returns, but it can be an adumbration of adequacy and consistency.
Performance-return abstracts are simple to attending up in our charts. Under the attack “Total % Return” you’ll see three figures.
The aboriginal shows the fund’s acknowledgment in the fourth division (Sept. 29 to Dec. 29). The additional shows the acknowledgment for all of 2000.
The third shows the fund’s annualized acknowledgment over
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