Word: morningstar
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Individual investors who want to bet on biotech should check with fund expert Morningstar, which ranks SunAmerica Biotech/Health 30 A (YTD: -6.92%) and Orbitex Health & Biotechnology A (-9.7%) as top performing sector mutual funds...
Given the painful losses that commenced just five months later and endured for more than a year, I've been doing some soul searching of my own. But after crunching numbers with the help of fund-research company Morningstar, I'm happy to report that tech still makes sense...
...Source: Morningstar *returns as of 5/10/01
...challenge, if you are picking just a single fund, is to find one that is diversified and fits your investment goal. Says Russel Kinnel, director of fund analysis at Morningstar: "It's really important to start with a core fund. It may wind up being the dominant holding in your portfolio 15 years from now." He suggests you begin with a large-cap U.S. stock fund, like Putnam Research, and then add an international and a small-cap offering...
...Christine Callies, chief strategist for Merrill Lynch, believes we're in a "stealth bull market." A slew of smaller companies is doing well while the big stocks are getting taken apart. The average diversified stock fund is down just 7% since the start of last year; 34% have risen, Morningstar reports...