晨星交易型开放式指数基金(ETF)100:2007 Morningstar ETF 150 : 2007

分类: 图书,个人理财,基金,
作者: Morningstar Inc著
出 版 社: 吉林长白山
出版时间: 2007-12-1字数:版次: 1页数: 254印刷时间: 2007/02/01开本:印次:纸张: 胶版纸I S B N : 9780471786665包装: 平装编辑推荐
作者简介:
Dan Culloton is a senior mutual fund analyst for Morningstar, Inc. He specializes in exchange-traded funds, as well as mutual funds from Alliance, Franklin, and American Century.
内容简介
Exclusive Price/Fair Value RatioDetermine whether an ETF is overpriced or undervalued using this new measure—available only from Morningstar.
ManagementKnow the qualifications and strategies of the managers running the portfolio.
Risk ProfileQuickly see how volatile an ETF has been.
Morningstar RatingQuickly see how well an ETF has balanced risk and return
Tax AnalysisTax information reveals just how tax-efficient an ETF really is.
Morningstar's TakeGet independent insight into how and why an ETF is a good choice—or a poor one.
Expenses, Fees, Addresses,Phone NumbersFind 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 PerformanceUse up to 10 years' worth of data to easily evaluate an ETF's performance relative to its peers' and index's.
Investment Style BoxDetermine with a glance what general part of the market an ETF favors.
52-Week High/LowSee how wide-ranging an ETF's price has been during the past year.
Sector WeightingsDiscover 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.
目录
Introduction
Year in Review
How to Use This Book
ETFs 101
The Stars Come Out for ETFs
Mutual Funds vs. ETFs
Sector ETFs: Use at Your Own Risk
The Cheap, The Dear, and the Fairly Valued
Using ETFs in a Fund Portfolio
Using ETFs in a Stock Portfolio
Should You Add Commodities to Your Investment Mix?
Are Exchange-Traded Notes A Gimmick?
Report Pages
ETF Reports
Tables 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 Value
Glossary
Glossary