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Presented By: Osher Lifelong Learning Institute (50+)

Computerized Investing: Using Morningstar Data and Actively Managed Funds

This Study Group will be online.

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 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 is a retired research professor and Robert Shaw is a director and current Vice-President of the SE Michigan Chapter of Better Investing. The Study Group meets on Mondays Nov. 9 to Dec. 7 from 10:00 to 11:30 a.m. Preregistration is required via the OLLI website or phone. A link to access this Study Group will be e-mailed to you approximately one week prior to the first session.
Study Group Study Group
Study Group

Cost

  • $35

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