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.)

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Value Line Fund Report

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