Answered By: Becky Smith, STEM Entrepreneurship & Business
Last Updated: Apr 23, 2020     Views: 67

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 available through Business Information Services. 

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

To inquire further please contact:

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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