Sources Of Evaluative Fund Data
AAA
  1. Finding Mutual Fund Data
  2. Morningstar Fund Report
  3. Value Line Fund Report
  4. Retirement Plan Documentation and Other Sources

Finding Mutual Fund Data

By Richard Loth (Contact | Biography)

When it comes to mutual fund data, there is a huge information overload. But do not despair. To effectively determine the investment quality of a mutual fund, you are only going to have to deal with eight items and we'll show you how to do this in a simple, yet effective, manner.

The first step in this process is to provide you with the "maps" that you can use to find the evaluative data you need to complete a Fund Investment Quality Scorecard. Among the various sources of mutual fund data, the fund reports provided by Morningstarand Value Line are of the greatest practical value. These independent investment research firms are universally respected for the quality and objectivity of their reporting. And, most importantly, for the vast majority of individual investors, these firms' mutual fund reports rank at the top of the list in terms of their affordability and general accessibility.

Using a technique akin to the paint-by-the-numbers approach used by beginning artists, the information points you need to focus on in these reports are keyed to the eight investment qualities that are evaluated in a Fund IQ Scorecard.

Return to the Main Menu.

Morningstar Fund Report

  1. Finding Mutual Fund Data
  2. Morningstar Fund Report
  3. Value Line Fund Report
  4. Retirement Plan Documentation and Other Sources
RELATED TERMS
  1. Exchange-Traded Mutual Funds (ETMF)

    Investopedia explains the definition of exchange-traded mutual ...
  2. Dividend

    A distribution of a portion of a company's earnings, decided ...
  3. Sharpe Ratio

    A ratio developed by Nobel laureate William F. Sharpe to measure ...
  4. Historic Pricing

    A method for calculating the value of an asset using the last ...
  5. Bear Fund

    A mutual fund designed to provide higher returns when the market ...
  6. Ulcer Index - UI

    An indicator developed by Peter G. Martin and Byron B. McCann ...
  1. Are so-called self-offering and self-management covered by "Financial Instruments ...

    Learn a little bit about the regulation of Japanese securities, particularly as it pertains to self-offering for investments ...
  2. What happens when I want to sell my A-shares of a mutual fund?

    Find out what it costs to sell A-shares of a mutual fund and learn what factors influence the overall costs of investing ...
  3. What does the information ratio tell about the design of a mutual fund?

    Understand what the information ratio is and how to calculate it. Learn what the information ratio reveals about the design ...
  4. Is it better to buy A-shares or a no-load mutual fund?

    Understand the difference between Class A mutual funds and no-load funds, and learn which option for mutual fund investing ...

You May Also Like

Related Tutorials
  1. Mutual Funds & ETFs

    Top ETFs And What They Track: A Tutorial

  2. Retirement

    Analyzing The Best Retirement Plans And Investment Options

  3. Mutual Funds & ETFs

    Complete Guide To Investment Companies, Funds And REITs

  4. Mutual Funds & ETFs

    Fund Transactional Activity

  5. Mutual Funds & ETFs

    Hedge Funds Tutorial

Trading Center
×

You are using adblocking software

Want access to all of Investopedia? Add us to your “whitelist”
so you'll never miss a feature!