晨星交易型开放式指数基金

出版时间：2007-12  出版社：John Wiley & Sons Inc  作者：Culloton, Dan (EDT)  页数：254  
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内容概要

Exclusive Price/Fair Value Ratio　Determine whether an ETF is overpriced or undervalued using this new measure—available only from Morningstar. Management　Know the qualifications and strategies of the managers running the portfolio. 　　Risk ProfileQuickly see how volatile an ETF has been. 　　Morningstar Rating　Quickly see how well an ETF has balanced risk and return 　　Tax Analysis　Tax information reveals just how tax-efficient an ETF really is. 　　Morningstar's Take　Get independent insight into how and why an ETF is a good choice—or a poor one. 　　Expenses, Fees, Addresses,Phone Numbers　Find everything you need to obtain more information before you invest in an ETF. 　　Over 30 Categories 　Compare the strategies, risks, and returns of an ETF with its peers' using our investment categories. 　　Historical Market Price and NAV Performance　Use up to 10 years' worth of data to easily evaluate an ETF's performance relative to its peers' and index's. 　　Investment Style Box　Determine with a glance what general part of the market an ETF favors. 　　　52-Week High/Low　See how wide-ranging an ETF's price has been during the past year. 　　Sector Weightings　Discover which parts of the economy an ETF targets—and which parts it shuns. 　　Let our new ETF research help you refine your portfolio 　　Explosive growth in the ETF market has led investors to question how to profit from these relatively new investment vehicles. Morningstar, the global leader in investment research, helps investors answer that question. This annual guide includes full-page reports on the 150 largest and most popular ETFs. In addition, investors will find dozens of pages of editorial guidance dedicated to revealing the advantages and disadvantages of ETFs, explaining how to use ETFs in a portfolio, gauging which ETFs track the slice of the market they want to track, and much more.

书籍目录

IntroductionYear in ReviewHow to Use This BookETFs 101The Stars Come Out for ETFsMutual Funds vs. ETFsSector ETFs: Use at Your Own RiskThe Cheap, The Dear, and the Fairly ValuedUsing ETFs in a Fund PortfolioUsing ETFs in a Stock PortfolioShould You Add Commodities to Your Investment Mix?Are Exchange-Traded Notes A Gimmick?Report Pages　ETF ReportsTables and Charts　Performance Summary--Morningstar's ETF Universe　Performance Summary--Indexes　Largest and Smallest ETFs　Best and Worst Performing ETFs　Most and Least Costly ETFs　Most and Least Concentrated ETFs　Most and Least Volatile ETFs　New ETFs in 2006　ETFs by Family--Morningstar's ETF Universe　Highest and Lowest Star Rating　Highest and Lowest Valuation　Highest and Lowest Growth　Highest and Lowest Profitability Measures　Morningstar Most & Least Traded　Morningstar Price/Fair ValueGlossaryGlossary