Today's investment environment is filled with more choices than ever before. But with so many choices and so much information available for each one, investors face an uphill battle when attempting to make important investment decisions. Now, in a single volume for the first time, Morningstar, Inc. looks to improve this situation with Morningstar Complete Investor.Divided into two comprehensive parts, Morningstar Complete Investor focuses on two of the most important investment vehicles currently available-mutual funds and stocks. It offers straightforward and accessible advice on understanding the essential features of these investments and illustrates how to integrate them into your own personal portfolio.In the first part of the book, Morningstar mutual fund expert Christine Benz will put you on the right path to building a sound, satisfying, and profitable mutual fund portfolio. She walks you through the often-intimidating mutual fund selection process, helps you choose the right funds to meet your goals, and shows you how to protect your assets in any market environment. Benz also discusses how to:* Minimize mutual fund costs by understanding expense ratios, loads, and other fund charges* Keep your portfolio on the right track with quarterly and annual reviews* Assess the quality of a fund's manager, and next steps should a fund manager leaveIn the second part of the book, Pat Dorsey, the Director of Stock Analysis for Morningstar, Inc., will help you understand how stocks operate, how to avoid the common pitfalls of stock investing, and how to build a strong portfolio of stocks. Filled with unparalleled stock research and investment strategies, this section covers a wide range of stock-related topics, including:* How to find great companies that will create shareholder wealth* How to dig into a financial statement and find hidden gold . . . and deception* How to recognize red flags that can cause blowups in a portfolioYou don't need an MBA to be a successful investor. What you do need is accurate information and the knowledge and self-confidence to act on that information. Brought to you by Morningstar, Inc., Morningstar Complete Investor will give you the information you need to succeed and help you build and maintain a profitable portfolio today, and for years to come.

The Five Rules for Successful Stock Investing "By resisting both the popular tendency to use gimmicks that oversimplify securities analysis and the academic tendency to use jargon that obfuscates common sense, Pat Dorsey has written a substantial and useful book. His methodology is sound, his examples clear, and his approach timeless." --Christopher C. Davis Portfolio Manager and Chairman, Davis Advisors Over the years, people from around the world have turned to Morningstar for strong, independent, and reliable advice. The Five Rules for Successful Stock Investing provides the kind of savvy financial guidance only a company like Morningstar could offer. Based on the philosophy that "investing should be fun, but not a game," this comprehensive guide will put even the most cautious investors back on the right track by helping them pick the right stocks, find great companies, and understand the driving forces behind different industries--without paying too much for their investments. Written by Morningstar's Director of Stock Analysis, Pat Dorsey, The Five Rules for Successful Stock Investing includes unparalleled stock research and investment strategies covering a wide range of stock-related topics. Investors will profit from such tips as: * How to dig into a financial statement and find hidden gold . . . and deception * How to find great companies that will create shareholder wealth * How to analyze every corner of the market, from banks to health care Informative and highly accessible, The Five Rules for Successful Stock Investing should be required reading for anyone looking for the right investment opportunities in today's ever-changing market.

Author Russel Kinnel walks readers through the handful of key factors they need to pick winning funds. Armed with the quantitative data and qualitative research, they will gain the confidence to pick great funds for the long-term. This book will be accompanied by a web-based tool created by Morningstar, which will enable readers to evaluate their own funds using Kinnel's criteria. Written in a fun and accessible manner, The Fund Spy offers Kinnel's unique insight as a 14-year Morningstar fund analyst. He speaks plainly about the conflicts that can go against investors' interests, explaining how to avoid traps and push out the slick sales pitches facing today's investors. He also offers several "10 lists," which provide quick answers to investors' most common questions (e.g., the Top 10 Funds to Recommend to Relatives, the 10 Best Contrarian Managers, the 10 Most Overrated Managers).

From the "guru to Wall Street's gurus" comes the fundamental techniques of value investing and their applications Bruce Greenwald is one of the leading authorities on value investing. Some of the savviest people on Wall Street have taken his Columbia Business School executive education course on the subject. Now this dynamic and popular teacher, with some colleagues, reveals the fundamental principles of value investing, the one investment technique that has proven itself consistently over time. After covering general techniques of value investing, the book proceeds to illustrate their applications through profiles of Warren Buffett, Michael Price, Mario Gabellio, and other successful value investors. A number of case studies highlight the techniques in practice. Bruce C. N. Greenwald (New York, NY) is the Robert Heilbrunn Professor of Finance and Asset Management at Columbia University. Judd Kahn, PhD (New York, NY), is a member of Morningside Value Investors. Paul D. Sonkin (New York, NY) is the investment manager of the Hummingbird Value Fund. Michael van Biema (New York, NY) is an Assistant Professor at the Graduate School of Business, Columbia University.

A $10,000 investment in Warren Buffett's original 1956 portfolio would today be worth a staggering $250 million ... after taxes! What are his investing secrets? How to Pick Stocks Like Warren Buffett contains the answers and shows, step-by-profitable-step, how any investor can follow Buffett's path to consistently find bargains in all markets: up, down, or sideways. How to Pick Stocks Like Warren Buffett sticks to the basics: how Buffett continually finds bargain stocks passed over by others. Written by an actual financial analyst who uses Buffett's strategies professionally, this tactical how-to book includes: Comprehensive financial tools and information Strategy-packed "Buffett in action" boxes Buffett's own stock portfoliocontinually updated on the author's website!

Never before has there been a time when the economy has been so much a part of our daily lives. TodayÕs young investors want to know the basics of financeÑespecially how to make money grow. This complete guide explains in kid-friendly terms all about savings accounts, bonds, stocks, and even mutual funds!

The Morningstar Investment Coach: Finding the Right Funds allows readers to take their first steps in the world of mutual funds with confidence. Filled with informative topics such as how to purchase a fund and how to find a fund's total return, as well as important fund documents, this guide has been designed to give readers a solid mutual fund investing foundation.