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How should I read the growth trends chart when it's shown on a semi-logarithmic scale?
How do I determine an appropriate discount rate for the intrinsic value calculation?
Where does the commentary come from?
I'd like to compare stocks. Can I evaluate more than one stock at the same time?
What do I do if a fund is good at some things but gets a low ranking for others?
I want to compare funds. Can I evaluate more than one fund at the same time?
Should I be concerned if a fund has a huge investment in one sector?
About Stock Evaluation
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I'd like to compare stocks. Can I evaluate more than one stock at the same time?
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What is Stock Evaluator, and how can I use it?
Understanding the Data
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How do I choose whether to look at annual or quarterly reports?
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How are all these numbers calculated?
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What units of measure am I seeing in the different charts?
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How does the ranking work?
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How are industry segments determined?
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Why don't the quarterly numbers match quarterly numbers I've seen in other reports?
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How should I read the growth trends chart when it's shown on a semi-logarithmic scale?
Intrinsic Value
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How is intrinsic value calculated?
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How do I determine an appropriate discount rate for the intrinsic value calculation?
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How do I determine an appropriate earnings growth rate for the intrinsic value calculation?
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What is the internal rate of return (IRR), and how can I use it to evaluate potential investments?
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What is the annualized rate of return (ARR)?
Further Research
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How can I print this information?
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The commentary on the symbol I'm evaluating raises some questions, and I need to do further research. Where can I get more information on a particular stock?
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Where does the commentary come from?
About Fund Evaluation
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What is Fund Evaluator and how can I use it?
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How are fund categories determined?
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I want to compare funds. Can I evaluate more than one fund at the same time?
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How often could a fund's ranking change?
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Where do the statistics come from?
Return vs. Risk Comparison
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Is there a way to evaluate risk and return together?
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How do I measure risk?
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Does it matter if the fund manager is new?
Stock Sector Summary and Bond Credit Quality Summary
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How can credit ratings help me evaluate a fund?
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What are bond credit quality ratings?
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What ratings are considered investment grade?
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What's a junk bond?
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Should I be concerned if a fund has a huge investment in one sector?
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How can understanding a fund's sector diversification make me a better investor?
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Why isn't my fund invested in every stock sector?
Asset Allocation Summary
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Should I be concerned if a stock fund has a lot of bonds or cash?
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What's the difference between sector allocation and asset allocation?
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Can my stock fund really own international stocks too?
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If I invest in a stock fund, won't it be 100% invested in stocks?
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How can understanding a fund's asset allocation make me a better investor?
Equity Portfolio Statistics and Bond Portfolio Statistics
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How will understanding bond portfolio statistics make me a better investor?
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How will understanding equity portfolio statistics make me a better investor?
Calculate Fund Expenses
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What fees and expenses are included in the Cost Calculator?
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How do I find funds with lower total expenses?
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Should I always look for funds with the lowest total expenses?
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If I own or buy a no-load fund, I won't pay any expenses, right?
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What projected annual return should I choose for the calculator?
Expenses
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Do all funds charge a back-end load?
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What charges are included in the expense ratio?
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What is an expense ratio?
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Do all funds charge an initial load?
Summary
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What do I do if a fund is good at some things but gets a low ranking for others?
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I'm still not sure about a fund; how can I do more research?
Investing Center Tools
Help is available for the following Investing Center tools:
Quicken Software Accounts
Portfolio
Stock and Fund Evaluator
One-Click Scorecard
Alerts
Retirement Planner
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