Answered By: Business Information Services
Last Updated: Sep 07, 2016     Views: 15

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
Morningstar.com Fund Center
Mutual Fund Investor's Center
Yahoo Finance Mutual Fund Screener

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