Weiss Ratings Investment Research Guide to Stock Mutual Funds
With the enormous popularity of mutual funds as a simple way to enter the markets, consumers need accurate guidance on which mutual funds will best fit their investment portfolio, and which should be avoided. Weiss Ratings Investment Research Guide to Stock Mutual Funds provides immediate access to Weiss’ Buy-Hold-Sell Investment Ratings, key rating factors, and summary financial data for 20,000 stock mutual funds—more than any other ratings publication. This easy-to-use guide provides understandable, accurate investment ratings so investors can make informed decisions about their investment selections.
Updated quarterly, this guide gives investors and consumers independent, clear data on stock mutual funds to be considered or avoided, providing accurate, unbiased ratings and empowering investors to make informed decisions. Each guide provides a number of ways to locate date on over 20,000 stock mutual funds.
The Investment Research Guide to Stock Mutual Funds is divided into seven main sections, preceded by an introductory section and followed by a thorough Appendix. Weiss’ complete letter-grade rubric is detailed within the introduction as an easily accessible reference for users researching companies in this Investment Research Guide.
The Introduction includes “How to Use This Guide” as well as an explanation of the Investment Ratings used in the guide and important warnings and cautions for investors to take into account when evaluating stock mutual funds.
Section I, Index of Stock Mutual Funds, contains Weiss Investment Ratings, key rating factors, and summary financial data for more than 16,600 stock mutual funds, arranged in alphabetical order.
Section II, Analysis of 100 Largest Funds, provides an expanded analysis of the 100 largest stock mutual funds, with current and historical Weiss Investment Ratings, key rating factors, a summary of financial data, and performance charts.
Section III, Best All-Around Stock Mutual Funds, lists funds with better returns and lower expenses. Funds in this section require an initial investment of less than $5,000 and are listed in order according to their one-year returns and overall rating.
Section IV, Consistent Return BUY Stock Mutual Funds, provides funds the highest rated funds with excellent five-year returns, appropriate for investors looking to achieve a consistent return on their investment. Funds are listed in order of return and overall rating.
Section V, High Performance Stock Mutual Funds, offers insights into funds that provide the highest return, balanced with the amount of risk. Funds included in this section are in the top 25 percent of total returns over a number of time periods and are listed according to five-year returns and overall rating.
Section VI, Low Volatility Stock Mutual Funds, lists the investment options that are available for investors who do not want to take on high risk positions or are looking for a safe place to store their savings. Funds are arranged according to their volatility (beta) and overall rating.
Section VII, BUY Rated Stock Mutual Funds by Category, provides BUY rated stock mutual funds, organized by category.
The Appendix section includes an overview about Weiss Ratings’ Investment Research Guides, a List of Providers, and a Glossary containing the most important terms used throughout the publication.
Weiss’ BUY-HOLD-SELL Investment Ratings are designed to help investors make more informed decisions with the goal of maximizing gains and minimizing risk. Weiss Ratings Investment Research Guide to Stock Mutual Funds is an important financial tool for the business reference collection at all public libraries and is available in print and online database formats.
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