Morningstar How-To with Paul and Chris
Investors need to get past marketing and sales pitches to know what they're getting when they invest. Morningstar is a great place to get that depth.
Paul and Chris describe how they each use the free Morningstar tools to evaluate mutual fund and ETF characteristics, such as:
* Expense ratios
* Liquidity and bid/ask spreads
* Geographic focus
* Value and size tilts
* Financial characteristics
* Factor exposures
* Number of holdings
* Tax efficiency and* Charted historical performance with side-by-side comparisons.
Chris also briefly describes how he uses the premium X-Ray feature to compare…
The skinny
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