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Morningstar groups funds mainly by what is in a portfolio.
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What's in a Portfolio of Actions?
Are you content to be in a portfolio destined to crash whenever the market does?
And today, we think that you want to be in a portfolio that looks significantly cheaper than the indexes, and we think that's what we have.
For most investors, knowing what is in a fund's portfolio is the crucial issue to research before buying.
Your right to collect Social Security is, in essence, a portfolio of TIPS.
There really is, in a sense, an optimal portfolio.
"But we think it makes sense to be holding stocks over the long term — as long as they are in a diversified portfolio".
An amount equivalent to the World Bank's capital is held in a portfolio of government bonds and time deposits.
A target date fund is invested in a portfolio of mutual funds that automatically becomes more conservative as the fund approaches its target retirement date and beyond.
On their Web sites, both agencies provide links that show whether a particular address is in their portfolio.
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