Answered By: Business Information Services
Last Updated: Oct 18, 2017     Views: 51

For financial performance, ratings and expenses use Bloomberg, available in the Margolis Market Information Lab (MIL) in the Business Instructional Facility (BIF).

  • Type FPC and hit GO for info on fund performance.
  • Type WMF and hit GO for rankings of best-performing mutual funds by investment strategy and region.

For historical information on total net assets, net asset value (NAV), etc. go to WRDS, which is also available in the Margolis Market Information Lab (MIL) at the Business Instructional Facility (BIF).

  • Click on the CRSP dataset and then click on Mutual Funds.

Try the following websites:
Investment Company Institute
Lipper Analytical Services Fund Center
Mutual Fund Investor's Center
Yahoo Finance Mutual Fund Screener

For Quarterly Portfolio holdings:

U.S. Securities and Exchange Commission (EDGAR)

  • Select "Search for Company Filings,"

  • then select "Mutual Funds" from the left margin.
  • Enter the name (or ticker or series ID or class ID) of the mutual fund you are looking for.
  • Click Help with Searching Edgar for tips for searching mutual fund filings.

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