MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
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|
MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Thursday, January 20, 2005 Are You in the Zone? Style-drift wary investors have a new tool, thanks to Morningstar. The fund rater has refined its nine-box matrix. Funds' actual holdings will now be graphically represented via a "centroid" -- a dot representing the weighted average of all of the fund's equity holdings. The dot is surrounded by a shaded area representing 75 percent of a fund's portfolio. For an example, check out Legg Mason's popular Value fund. Printed from: MFWire.com/story.asp?s=8852 Copyright 2005, InvestmentWires, Inc. All Rights Reserved |