Morningstar Guide to Mutual Funds: Five-Star Strategies for Success by Christine BenzGUIDE TO MUTUAL FUNDS
Picking actively managed mutual funds is no mean challenge. And as the recent era underscores, past performance is of little help. The Morningstar Guide to Mutual Funds helps cut through the fog with a solid volume of constructive information. The central message--truly diversify, keep it simple, focus on costs, and stick with it--is not only timeless, it is priceless.
--John C. Bogle, founder and former CEO, The Vanguard Group
Successful investors know they must do their own due diligence. Morningstar has done much of that homework in this guide. Leave it to Morningstar to get it right, offering smart ways to pick, build and monitor a portfolio. Its a commonsense guide that should grace every investors shelf.
--Ted David, CNBC Anchor
Theres nothing Morningstar doesnt know about mutual funds. And at last, for ready reference, theres a book. Youll find everything here you need to know about managing fund investments, inside or outside a 401(k).
--Jane Bryant Quinn, Newsweek columnist and author of Making the Most of Your Money
Morningstar Fund Manager of the Year: How T. Rowe Price Capital Appreciation Outperformed in 2017
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Seeks long-term capital growth through investments primarily in stocks of companies that own or develop natural resources and other basic commodities. The fund invests a minimum of two-thirds of its assets in the common stocks of natural resource companies whose earnings and tangible assets may benefit from rising inflation. In selecting stocks, companies whose products can be produced and marketed profitably when both labor costs and prices are rising are looked for. The fund will also invest in other growth companies believed to have strong potential for earnings growth but do not own or develop natural resources. Rowe Price New Era Fund Past performance is no guarantee of future results and current performance may be lower or higher than the performance quoted. An investment in a sub-account will fluctuate in value to reflect the value of the underlying portfolio and, when redeemed, may be worth more or less than original cost.
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The current manager has been running T. The fund is rated by Morningstar. This fund does not charge 12b-1 fees. It is a "basket" of securities that index the Natural Resources investment strategy and is an alternative to a Natural Resources mutual fund. Fees are very low compared to a comparable mutual fund like T. Rowe Price New Era because computers automatically manage the stocks.