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

By Richard Loth (Contact | Biography)

In terms of accessibility, the Value Line Mutual Fund Survey fund reports are not as easy to obtain as the reports from Morningstar. These reports are also substantially more expensive. However, if you have, or aspire to have, a mutual fund portfolio in the $75,000 to $100,000 range, the Value Line fund reports are worthwhile. Their analytical commentary feature is not as strong as Morningstar's, but their "Past Market Cycle Performance" and "Portfolio Manager Rating" are unique, valuable report components.

The Value Line Fund Survey can be subscribed to either in print or electronically. (Check out a sample Value Line Survey.)

For related reading, see Picking The Right Mutual Fund and Can You Pick The Winners At The Mutual Fund Track?

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Retirement Plan Documentation and Other Sources
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