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Presented By: Osher Lifelong Learning Institute (50+)

Computerized Investing: Using Morningstar Data and Actively Managed Funds

Morningstar and More

OLLI Study Group OLLI Study Group
OLLI Study Group
Index funds do not always win. There are managed funds that beat the indexes, but how do you find them, research them, and compare them?

We will show you how to use Morningstar and other resources to answer these and other questions about actively managed funds while you explore how to integrate them into your portfolio. Time permitting, we will explore other web-based investment tools and investing in individual stocks.

Dale Bradenburg is a retired research professor and Bob Shaw is a director and current President of the SE Michigan Chapter of Better Investing. This study group for those 50 and over will be held on Mondays from April 2 to April 30.
OLLI Study Group OLLI Study Group
OLLI Study Group

Cost

  • $30

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