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

Based in Chicago, Morningstar Inc. has a 20-year history as a reliable provider of one of the most comprehensive one-page mutual fund reports presently available. The company has expanded into several other fields of investment information but is still best-known for its analytical coverage of mutual funds. (Check out a sample Morningstar Fund Report.)

In terms of one-stop shopping for fund evaluative data, the Morningstar fund report essentially covers all the bases. By focusing on just eight of the some 100 information points in a report, you can find all the data you need to complete the Fund IQ Scorecard.

While the Value Line fund reports are competitive in terms of content, Morningstar's "accessibility factor" ranks it number one for many investors. Most public libraries in the U.S. have a print and/or an online subscription to Morningstar Mutual Funds, which provides fund reports on more than 2,000 funds. Library patrons, therefore, can tap into this resource free of charge. If you want to have direct access to Morningstar fund reports, you can do so through an online premier membership, which is available for a nominal yearly fee. (For related reading, see Morningstar's Stewardship Grade Service A Welcome Addition.)

Return to the Main Menu.


Value Line Fund Report
Related Articles
  1. Investing

    Morningstar's Trifecta: An Easy Way To Select Mutual Funds

    These three pieces of Morningstar's trifecta can help you understand the quality of mutual funds.
  2. Investing

    Zacks vs. Morningstar: Comparing MF Research Providers

    Discover the similarities and differences between mutual fund research providers, Morningstar, Inc. and Zacks Investment Research.
  3. Investing

    Morningstar's Stewardship Grade Scores Big

    Morningstar's service gives investors an idea how well fund companies are safeguarding their interests.
  4. Investing

    Analytical Commentary On A Fund

    Independent fund investment research is the key to finding investment quality in a mutual fund.
  5. Investing

    Rating Your Mutual Fund: Morningstar Vs. US News

    Learn about the differences in the mutual fund rating systems offered by Morningstar and U.S. News and some of the these websites' commonly used metrics.
  6. Investing

    Is Morningstar’s Star System An Effective Ranking Tool? (MORN)

    Learn why Morningstar's star rating system is not always a great predictor of future performance, and why investors should not pick funds on star ratings alone.
  7. Investing

    Morningstar: A Premier Mutual Fund Source

    Looking for current mutual fund information? We'll look at one of the places to start your search.
  8. Investing

    Top 5 Websites for Finding Mutual Fund News (MORN, TRI)

    Discover the five top websites for finding mutual fund news, data and tools for researching the best mutual funds for current investment.
Frequently Asked Questions
  1. I'm about to retire. If I pay off my mortgage with after-tax money I have saved, I can save 6.5%. Should I do this?

    Only you and your financial advisor, family, accountant, etc. can answer the "should I?" question because there are many ...
  2. My wife and I both converted our Traditional IRAs to Roth IRAs over a decade ago and have invested the maximum allowed each year since. We're buying our first home soon. Do we both qualify for one-time, tax-free, $10,000 distributions?

    You and your spouse each qualify for a penalty-free distribution of up to $10,000 for the purchase, acquisition or construction ...
  3. Is a Thrift Savings Plan (TSP) a qualified retirement plan?

    Take advantage of the government's retirement plan for employees with the Thrift Savings Plan. As with a 401(k), contributions ...
  4. Who manages the assets in a Roth 401(k) account?

    Learn how to personally manage the assets in your Roth 401(k) plan and determine the best options available to help meet ...
Trading Center