Class #05: Thursday 04-Oct-2012 and Saturday 06-Oct-2012
Read the case "Morningstar, Inc."
Page 10 of the case "Measuring Mutual Fund Performance" has
some key points you may find useful.
Questions for assignment due at the beginning of this class
S
heet to turn in
D
ata workbook for assignment
A
nswer key
Class notes from the 1st half of class
Printed 1 slide per page
Printed
6
slide per page
Class notes from the 2nd half of class
Printed
1
slide
per
page
P
rinted
6
slide
s
per
page
Other Materials
M
orningstar Rating for funds
Fact Sheet 2008
Chicago Art Museum Losses
WSJ 04-Feb-2002
Vanguard's new benchmarks
Bloomberg 03-Oct-2012
Stocks staring role
WSJ 02-Sep-2009
Nomura Global Fundamental Indices
28-Oct-2005
What would Warren Buffet buy?
Business Week 05-Feb-2008
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EIM: Class 05
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Class 07
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