Q:

How do you research Morningstar index funds?

A:

Quick Answer

Visit the Morningstar website to find a list of index funds, and then search based on the fund ticker symbol to access associated information. Each Morningstar funds has a different risk level and allocates capital into various assets, as noted on Morningstar.com

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Full Answer

The Morningstar website lists the Vanguard 500 Index Admiral fund, which trades under the ticker symbol VFIAX. Enter this ticker symbol into the Morningstar search feature to find associated graphs and financial metrics. Modify the period of the graph to view financial performance over a particular time frame. The Risk Measures section provides additional information related to the Risk vs.Category and the associated Return vs.Category. Performance indicators list the fund growth for up to a 10-year period. Research the asset allocation section to find the breakdown of the fund holdings, with common asset types being cash, stocks and bonds.

Some of the additional funds available on the Morningstar website include the Vanguard Total Stock Market Index, the Fidelity Spartan Extended Market Index, the Vanguard Short-Term Bond Index and the Vanguard Small Cap Index. Each fund has a different fee structure, and indexes such as the S&P serve as comparison benchmarks. Enter the ticker symbol for each fund on the Morningstar website to find further information.

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