The Disciplined Art of Selecting Mutual Funds

Lee, Shelley A.
December 2006
Journal of Financial Planning;Dec2006, Vol. 19 Issue 12, p30
Academic Journal
The article discusses methods for financial planners to select the best mutual funds for their clients. Financial planners who are choosing mutual funds must make sure they tailor their picks to clients and exercise human judgment rather than relying solely on scientific tools that analyze a mutual fund. They can accomplish this by using data from mutual fund research firm Morningstar, which places a heavy emphasis on the human element of mutual funds: managers and analysts.


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