Tuesday, July 23, 2019

Our fund analysts take a look at your portfolio and provide broad inputs.

If a fund in your portfolio underperforms, don't act in haste.

You need to view your current allocation in conjunction with your new investments.

Our analysts give a cursory glance to the portfolios of readers.

The more clear you are, the better you can design a portfolio.

The performance of ABSL Hybrid Balanced 95 leaves much to be desired.

Don't be eager to exit funds due to its reclassification. Check if there really is a mandate change.

The financial-services industry spends a lot of time discussing financial products, but this is just a small part of the picture for investors. We want to look beyond the markets and focus on the tremendous potential for people to become investors and for current investors to meet and exceed their goals.

Morningstar has always served as an independent voice for investors and the individual investor has always been our true north.

The team at Morningstar will now endeavor to answer queries ONLY related to mutual funds and portfolio planning from our readers.

As Steve Wendel, Morningstar’s head of behavioural science, says, “Morningstar is a champion of investors”.

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