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Osher Lifelong Learning Institute (50+) pres.

Computerized Investing: Using Morningstar Data and Actively Managed Funds

Investment Strategies

Study Group Study Group
Study Group
Using your computer can help you actively select mutual funds and ETFs for investment. 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 (60) 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 Brandenburg, instructor, is a retired research professor and Robert Shaw is a director and current Vice-President of the SE Michigan Chapter of Better Investing. This Study Group is for those 50 and over and meets Mondays November 4 – December 2, 9:30–11:00 am.
Study Group Study Group
Study Group


  • $35
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