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)

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
Related Articles
  1. Investing

    What You Need to Know About Mutual Funds

    Mutual funds are a good investment opportunity, but investors should know how they operate.
  2. Financial Advisor

    Advising FAs: Explaining Mutual Funds to a Client

    More than 80 million people, or half of the households in America, invest in mutual funds. No matter what type of investor you are, there is bound to be a mutual fund that fits your style.
  3. Investing

    The Benefits of Picking Mutual Funds Over Individual Stocks

    Learn about the advantages of investing in mutual funds rather than individual stocks, including the benefits of affordability, oversight and diversification.
  4. Financial Advisor

    The Best Free Mutual Fund Research Providers

    There is no lack of information for advisors on mutual funds. Getting the right sources (at the right price) can be as easy as a few clicks away.
  5. Investing

    Fund Performance Metrics

    With mutual funds, it is crucial to look at all components of investment quality and not performance alone.
Frequently Asked Questions
  1. How Did Kidder Peabody's Joseph Jett Lose $350M?

    The 1980s were a rough decade for Kidder, Peabody & Co. thanks to bond trader Joseph Jett.
  2. What Is a Blank-Check Company?

    A blank-check company has a business plan based on a merger or acquisition with another company.
  3. How Can Trading Volume Exceed Shares Outstanding?

    The number of shares traded can be greater than the number of outstanding shares, but it's rare.
  4. Why Do a Reverse Merger Instead of an IPO?

    Reverse mergers are often the most cost-efficient way for private companies to trade publicly.
Trading Center