Friday, July 04, 2008

Finding Funds Using
Morningstar® Styles

Morningstar® Styles

We include the Morningstar® Style Indices in our databases as many money managers look to these characterizations for diversification. 

How to Find Funds that Match the Indexes

Suppose you trade with TD Waterhouse, and wish to identify true Large Cap growth funds that perform like the Morningstar® Index, $MLGR.

Rank the FastTrack- provided family of TD Waterhouse Institutional NTF funds for the current year and display the Correlation (Cor Column.

The +95%  correlation of  a many funds with the green line above showing those with near perfect matches to the Morningstar® style.

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