Bidh Morningstar a 'ruith gach maoin taobh a-staigh a roinn, a' toirt còig rionnagan don 10% as àirde de mhaoin, ceithir rionnagan chun an ath 22.5%, trì rionnagan gu meadhan 35%, dà chun an ath 22.5%, agus aon rionnag gu ìre 10% S an Iar-
Cumaibh cuimhne, tha seo stèidhichte air coileanadh roimhe agus chan eil e na chomharradh air toraidhean san àm ri teachd.
Sin as coireach gu bheil rannsachadh a thaobh amas agus seilbh maoin - agus chan ann a-mhàin a 'tasgadh air stèidh nan reultan - riatanach. Ionnsaich barrachd san artaigil agam, " Am bu chòir dhut maoinean 5-star a cheannach ?"
Le sin thuirt, gu h-ìosal tha an liosta de mhaoin-cheangail ceithir agus còig seallaidhean anns gach roinn le tasgaidhean as lugha de $ 500,000 agus gu h-ìosal. Tha mòran de chlasaichean co-roinnte aig a 'mhòr-chuid de mhaoinean, a tha mar dhòigh air luchd-tasgaidh a bhith a' taghadh eadar luchd-frithealaidh agus structaran cìsean. Uaireannan chan eil ach aon roinn clas co-roinnte gu mòr, agus uaireannan bidh dà no trì clasaichean suidhichte. Anns a 'chùis mu dheireadh, tha a h-uile clas co-roinnte air an sealltainn air aon loidhne, leis an ticead a' riochdachadh a 'chiad chlas co-roinn air a liostadh.
Tha Tickers mar dhòigh feumail airson tuilleadh rannsachaidh a dhèanamh air maoin; dìreach a 'dol a-steach gu Google no Yahoo! Bheir ionmhas suas beairteas fiosrachaidh. Mar as trice bidh an làn leabhar Morningstar ri fhaighinn anns an earrainn fiosrachaidh anns an leabharlann ionadail agad, a leigeas leat na h-aithisgean fhaicinn air an airgead a tha thu a 'rannsachadh.
Chan eil gu bheil cìsean reic aghaidh-aghaidh ("luchdan") aig cuid den airgead sin agus feumaidh iad a bhith air an ceannach tro broker.
Tha na liosta gu h-ìosal air 30 Ògmhios 2014.
Iasad Banca
- Eaton Vance Tagradh Ìre-luachaidh A EAFAX (5)
- Maoin Eaton Vance Floating Rate EIBLX (4)
- Maoin Ìre Cosnaidh DWS - Clas S DFRPX (4)
- Ìre Fèill-làimhe Neach-tagraidh Dìleas Àrd-theachd-a-steach I FFRIX (4)
- Hartford Floating Rate Y HFLYX (4)
- Rèis a 'bhoghadh Invesco R AFRRX (4)
Ionnsaich tuilleadh : Dè na h-iasadan as sine?
Bann Corporra
- Delaware Fad Leudaichte Bann A, R DEEAX (5)
- Delaware Corporate Bond A, R DGCAX (4)
- Bond Federated F ISHIX (4)
- Bann Corporra Invesco Van Kampen Y ACCHX (4)
- Teachdaireachd Morair Abbett A LAGVX (4)
- MFS Bond R1 - R4 MFBGX (4)
- Vanguard Long-Term Investment-Grade Adm VWETX (4)
Ionnsaich tuilleadh : Bun-stèidh tasgadh ann am bannan corporra
Bann Margaidh Èiginneach
- Comhairliche Neo-dhligheach Teachd-a-steach Margaidhean a 'tighinn mi FMKIX (5)
- JP Morgan Fiachan Margaid a 'tighinn am bàrr R5 JEMRX (4)
- Bann Margaidean T. Rowe Price ag èirigh PREMX (4)
Ionnsaich tuilleadh : Ro-ràdh airson bannan margaidh a tha a 'tighinn am bàrr
Bann Àrdachadh
- Bòc mòr-ruadh dubh-dubh Carragh A, seirbheis (5)
- Delaware Cothroman Àrd-Ionnsachaidh Ann an DHOIX (5)
- Eaton Vance Cothroman Teachd-a-steach I EIHIX (5)
- Prudential High-Yield Z PHYZX (5)
- Urras Àrd-ìre Federated FHYTX (5)
- Third Avenue Focus Credit Investor TFCVX (5)
- Delaware High-Yield Opportunities R DHIRX (4)
- Port-dhealbh Bannan Ceann-uidhe BlackRock - Clas A BHYAX (4)
- Urras Àrd-Teachd-a-steach DWS XKHIX (4)
- Maoin Teachd-a-steach Eaton Vance de Boston I (4)
- Comhairliche Neo-eisimeileachd Comas Àrd Teachd-a-steach FAHCX (4)
- Maoin Teachd-a-steach Franklin - Clas R, FHIRX (4)
- Hartford High Yield IB, R4, R5 (HBHYX)
- Invesco High Yield HYNIX (4)
- Maoin Janus High-Yield JAHYX (4)
- Lord Abbett High Yield R3 AP LHYRX (4)
- MFS Cothroman Àrd-ìre R3 MHOTX (4)
- Neuberger Berman High Inc Bond Inv NHINX (4)
- Putnam High Yield Y PHYYX (4)
- T. Rowe Price High-Yield PRHYX (4)
Ionnsaich tuilleadh : Na nithean bunaiteach a thaobh tasgadh ann am bannan àrd toradh
Bann Smàlaidh fo dhìon
- Goldman Sachs Infl Protected Secs IR GSTPX (4)
- Toradh Real Calad Adm HRRRX (4)
- Hartford Inflation Plus R5, Y HIPSX (4)
- Maoin Urrasan Volluard Inflation Protected VIPSX (4)
Ionnsaich barrachd : Ciamar a tha TIPS ag obair?
Riaghaltas Teirm Eadar-mheadhanach
- Fidelity Ginnie Mae Fund FGMNX (5)
- Payden GNMA Fund - Neach-tasgaidh Clas PYGNX (5)
- Airgead Ionmhasail Teachd-a-steach Z PGVZX (5)
- Putnam Ionmhas Riaghaltas Ameireaganach Y PATYX (5)
- Putnam Ionmhas Y PUSYX (5) Riaghaltas na SA
- Vanguard GNMA Adm VFIJX (5)
- American Century Ginnie Mae BGNMX (4)
- BlackRock GNMA Svc BGPSX (4)
- DWS GMNA Fund SGINX (4)
- Riaghaltas Ro-innleachdail DWS S KUSMX (4)
- JPMorgan Riaghaltas Bond Tagh HLGAX (4)
- Franklin Iarrtas Earrann Riaghaltas na h-Alba FUSAX (4)
- Manaidsearan Meadhan-ùine Ùra MG MGXX (4)
- Morgaids SA Invesco Van Kampen Y VUSIX (4)
- Putnam Riaghaltas Ameireaganach R Ionachd R PAMRX (4)
- Putnam Riaghaltas na h-Alba Teachd-a-steach R PGVRX (4)
- T. Rowe Price GNMA PRGMX (4)
- T. Rowe Price PRSIX Roinn Ionmhas Eadar-mheadhan na SA (4)
- Vaguard Interm-Term Treasury Adm VFIUX (4)
- Wells Fargo A 'toirt buannachd do Riaghailtean Riaghaltais I SGVIX (4)
Bond Teirm Eadar-mheadhanach
- Bond Federated F ISHIX (5)
- JPMorgan Total Return R5 JMTRX (5)
- Maoin Bunaiteach Bun Plus Bannan Loomis Sayles - Clas A, Y NEFRX (5)
- Bond Ìre Tasgaidh Loomis Sayles Y LSIIX (5)
- Maoin Bhan Manaidsearan MGFIX (5)
- MFS Bond R1, R2, R3, R4 MFBGX (5)
- Pioneer Bond Y PICYX (5)
- Prudential Total Return Bond Z PDBZX (5)
- Putnam Teachd-a-steach R, Y PIFRX (5)
- AllianceBern Interm Bond K ABQKX (4)
- BlackRock Total Return R MRCBX (4)
- Delaware Core Plus R DUGRX (4)
- Delaware Teachd-a-steach Diversified A, R DPDFX (4)
- Dodge & Cox Income DODIX (4)
- Dreyfus Intermediate Term Inc I DITIX (4)
- Comhairliche Dìlseachd Iomlan Bond I FEIDHLIG (4)
- Bond Ìre Tasgadh Fidelity FBNDX (4)
- Bòc iomlan Fidelity FTBFX (4)
- Franklin Total Return Adv FBDAX (4)
- Goldman Sachs Core Ionmhas Stèidhichte IR GDFTX (4)
- Goldman Sachs Core Plus Ionmhas Stèidhichte IR GSNTX (4)
- Buain a 'Chala Adm HRBDX (4)
- Sòn Sùbhlach sùbailte T JAFIX (4)
- Bhan JHancock A JHNBX (4)
- JPMorgan Core Plus Bond R2 JCPZX (4)
- JPMorgan Total Return A JMTAX (4)
- Lord Abbett Total Return A, P, R3 LTRAX (4)
- Manaidsearan Stèidhichte Teachd-a-steach A MFDAX (4)
- Manaidsearan PIMCO Bond MBDFX (4)
- MFS Rannsachadh Bond R2, R3, R4 MRRRX (4)
- PIMCO Tilleadh gu lèir - Clas R PTRRX (4)
- Maoin Bunaidh Pioneer - Clas A, R PIOBX (4)
- Prudential Total Return Bond A PDBAX (4)
- Putnam Incom A, M PINCX (4)
- T. Rowe Price Teachd-a-steach Ùra PRCIX (4)
- Targaid iomlan targaid - Clas A TATBX (4)
- Virtus Bond I SAVYX (4)
- Wells Fargo Advantage Total Bond Tillte MNTRX (4)
- Uilleam Blair Bond I WBFIX (4)
Bann-ùine Fada
- Eaton Vance Build Bannan Ameireagaidh I EIBAX (4)
Ionnsaich tuilleadh : Dè na cunnartan agus na buannachdan a th 'ann bho mhaoin-ceangail fad-ùine?
Riaghaltas Fada
- Zero Coupon ann an American Century 2020 Inv BTTTX (5)
- American Century Zero Coupon 2025 Inv BTTRX (4)
Bratach MultiSector
- AllianceBern Àrd-chomhairliche Teachd-a-steach, I, K AGDYX (5)
- Maoin Teachd-a-steach AllianceBernstein - Clas A AGDAX (5)
- Teachd-a-steach Ro-innleachdail Loomis Sayles Y NEZYX (5)
- Comhairliche Fìdhleachd Teachd-a-steach Ro-innleachdail I FSRIX (4)
- Teachd-a-steach ro-innleachdail dìlseachd FSICX (4)
- Franklin Ro-innleachd Ionmhasail FKSAX (4)
- Maoin Bond Loomis Sayles LSBRX (4)
- Teachd-a-steach ro-innleachdail Loomis Sayles A NEFZX (4)
- Maoin Morair Abbett Bond-Debenture - Clas P, R3 LBNPX (4)
- Teachd-a-steach eadar-dhealaichte PIMCO PDVAX (4)
- Maoin Teachd-a-steach Ro-innleachdail Pioneer - Clas R STIRX (4)
Municipal (Gach)
- DWS Maoin Saor-chìse Massachusetts - Clas S SCMAX (5)
- Maoin Bann Comhairleail DWS air a riaghladh - Clas S, A SCMBX (5)
- Maoin Saor-thoileach DWS Eadar-mheadhanach / AMT - Clas S SCMTX (4)
- Maoin Teachd-a-steach Saor-Cìse DWS California - Clas S SDCSX (4)
- Urras Teachd-a-steach DWS Municipal XKTFX (5)
- Maoin Teachd-a-steach Saor-Cìse DWS New York - Clas S SNWYX (4)
- Urras Teachd-a-steach Ro-innleachdail DWS XMSMX (4)
Neo-thraidiseanta
- Putnam Teachd-a-steach Dìreach Y PDVYX (5)
- Bond gun cho-roinn Alliance Bernstein AGSIX (4)
- Dreyfus Teachd-a-steach Seaghach Cothromach DSTRX (4)
- Cothroman Corporra Hartford HTIYX (4)
- JPMorgan Teachd-a-steach Ro-innleachdail Opps R5 (JSORX) (4)
- Putnam a 'toirt a-steach Teachd-a-steach A, M, R PDINX (4)
Riaghaltas Geàrr
- American Century Zero Coupon 201 (5) Adv ACTTX (5)
- American Century Zero Coupon 201 (5) Cuir BTFTX (5)
- Obraichean Riaghaltais Eaton Vance I EIGOX (5)
- Eaton Vance Low Duration I EILDX (5)
- Loomis Sayles Ltd Riaghaltas Teirm agus Buidheann Y NELYX (5)
- Maoin Victory For Income - Clas A, R IPFIX (5)
- Vanguard Short-Term Federal Adm VSGDX (5)
- Riaghaltas Aonaichte na SA FIGIX (4)
- Adhart Roinn Ionmhais Geàrr Vanguard VFIRX (4)
- Loomis Sayles Ltd Teirm Toraidh agus Buidheann A NEFLX (4)
- Oppenheimer Limited-Term Government Y OLTYX (4)
- Maoin Riaghaltas Uicipeid Payden PYUSX (4)
- Thornburg Limited Tairgead Maoin Riaghaltais na SA - Clas R3 LTURX (4)
- Adhart Roinn Ionmhais Geàrr Vanguard VFIRX (4)
- Wells Fargo Advantage Short Duration Riaghaltas Bond I WSGIX (4)
Bann-ùine ghoirid
- Comhairliche Dìlseachd Eadar-mheadhanach Bond I EFIPX (5)
- Morair Abbett Gearr Fad Teachd-a-steach R3 LALDX (5)
- Oppenheimer Riaghaltas na SA Y OUSYX (5)
- Prudential Corporate Short Term Bd Z PIFZX (5)
- Maoin Teachd-a-steach Thornburg Earranta - Clas R3 THIRX (5)
- Maoin Bann Thar-ùine Ioma-roinn - Clas A NARAX (5)
- BlackRock Low Duration Bd Svc CMGBX (4)
- Calvert Gearr Caidreachas Teachd-a-steach - Clas A CSDAX (4)
- Maoin Bond Corporra Gearr-ùine Dryden - Clas R JDTRX (4)
- Maoin Faid DWS Short - Clas S DBPIX (4)
- Bond Eadar-mheadhanach Tadhail air Comhairliche Neo-eisimeileachd A, T FDIAX (4)
- Hartford Short Duration Y HSDYX (4)
- Janus Short-Term Bond T JASBX (4)
- JPMorgan Limited Caid Bd AIG-AMACH (4)
- Oppenheimer Limited-Term Bond N, A OUSGX (4)
- PIMCO Ìosal Fad A, R PTLAX (4)
- Pioneer Teachd-a-steach Geàrr-ùine Y PSHYX (4)
- Bond Chorporra Teagasg Geàrr-ùine - R JDTRX (4)
- Vanguard Short-Term Investment-Grade Adm, Investor VFSUX (4)
- Virtus Shrt / Interm Bond A HIMZX (4)
- William Blair Teachd a-steach WBRRX (4)
- Toraidhean Wells Fargo Buannachd-ùine Bond I SSHIX (4)
Ultrashort Bond
- PIMCO Rianachd Téarma Gearr PSFAX (4)
- Maoin Cho-dhùnaidh DWS Ultra-Short - Clas A, S SDUSX (4)
- Manaidsearan Goirid Fad Riaghaltas MGSDX (4)
- Wells Fargo Advantage Ultra Short Term Teachd-a-steach Teachd (4)
Ionnsaich barrachd : Ciamar a bhios bannan geàrr-ùine a 'coimeas ri maoineachadh margaidh airgid?
Bond an t-Saoghail
- Maoin Bond Globaltonton - Clas A, R TPINX (4)
- Maoin AllianceBernstein Global Bond - Clas A, R ANAGX (4)
- Maoin Ameireaganach Bond na Cruinne air an t-Saoghail R5 RCWFX (4)
- Maoin Àrd-Teachd-a-steach DWS Global XLBFX (4)
- Manaidsear Global Bond MGGBX (4)
- Bann Cèin PIMCO (USD-Hedged) R, A PFRRX (4)
- PIMCO Global Bond (USD-Hedged) PAIIX (4)
- Prudential Global Total Return Z PZTRX (4)
- Putnam Teachd-a-steach Domhain R PGBRX (4)