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Comments on: How to select funds - Part 3 http://simplepound.meewella.com/how-to-select-funds-part-3.php A trip down personal finance lane. Wed, 08 Feb 2012 00:41:19 +0000 http://wordpress.org/?v=2.5 By: Kirsten http://simplepound.meewella.com/how-to-select-funds-part-3.php#comment-106 Kirsten Wed, 11 Jul 2007 11:32:32 +0000 http://simplepound.meewella.com/how-to-select-funds-part-3.php#comment-106 That's a good point. Hence I would never only rely on the category but check the Portfolio section which provides more detailed information on regions, sectors and top 10 positions, for instance. Thanks for correcting me! That’s a good point. Hence I would never only rely on the category but check the Portfolio section which provides more detailed information on regions, sectors and top 10 positions, for instance.

Thanks for correcting me!

]]> By: plonkee http://simplepound.meewella.com/how-to-select-funds-part-3.php#comment-104 plonkee Thu, 05 Jul 2007 12:46:48 +0000 http://simplepound.meewella.com/how-to-select-funds-part-3.php#comment-104 As I understand it, the Morningstar category relates to what the fund actually invests in, rather than what they say that their strategy is. For example if they say that their strategy is to invest in North American funds, but they are actually have substantial holdings in Latin America, that will be reflected in their Morningstar category. As I understand it, the Morningstar category relates to what the fund actually invests in, rather than what they say that their strategy is.

For example if they say that their strategy is to invest in North American funds, but they are actually have substantial holdings in Latin America, that will be reflected in their Morningstar category.

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