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Resources for Business: Mutual Funds


Getting Started

Restricted to SJUMorningstar Library Edition   (provided by SJU's HSB) - More Information
Provides comprehensive information on mutual funds and publicly-owned companies that trade stock on major U. S. stock exchanges. Their coverage of 2,000 funds includes analyst's opinions, ratings, tax analysis, risk measures, and fees and expenses. Note: Morningstar provides data for BusinessWeek, New York Times, Kiplinger's, and other publications.

Restricted to SJUStandard & Poor's NetAdvantage - More Information
Content includes Mutual Fund Reports on thousands of funds, Fund Commentary and lists of the top performing funds. The Fund Screener allows screening by various basic, performance, and technical criteria.

S&P NetAdvantage Mutual Fund Guide

The Value Line Mutual Fund Survey provides proprietary ranks on over 7,000 mutual funds, full reports including analyst commentaries for an additional 1,500 leading equity funds, and profile summaryreports on over 10,000 mutual funds.

Value Line Mutual Fund Survey User's Guide



The Securities and Exchange Commission provides information on mutual funds:


EDGAR Mutual Fund Search
: current information on mutual funds.

EDGAR Search: Mutual Fund Proxy Voting

EDGAR Search: Mutual Fund Prospectuses
This search retrieves mutual fund prospectuses (also known as "485" filings).



Additional Resources


Barron's (print edition)
Drexel Library   (view catalog record)
Their Quarterly Guide to Mutual Funds appears the first week of January, April, July, and October. The print edition covers funds with at least $200 million in assets.

Tables including smaller funds are free online.
The data is provided by Lipper.

BusinessWeek: Mutual Funds Scoreboard (data provided by Morningstar)

Restricted to SJUCRSP Mutual Funds Annual   (in WRDS provided by SJU's HSB) - More Information
Included in WRDS (Wharton Research Data Services). The CRSP Annual Mutual Fund File provides characteristics of annual frequency for open-ended mutual funds of all investment objectives, principally equity funds, taxable and municipal bond funds, international funds, and money market funds. Covers 1961 - 2006 (Dec).

NO off-campus access.
Accessible on-campus only in Mandeville Hall (Haub School of Business) and Drexel Library.

New York Times (print edition)
Drexel Library   (view catalog record)
The national newspaper of record.

The Mutual Funds Report is a quarterly supplement to the Money & Business section of the Sunday New York Times. It includes summary by sector and category, a listing of the quarter's 'leaders' (strongest performers) and 'laggards' (weakest performers), a quarterly performance table for individual funds, plus related articles. The data is provided by Morningstar.
The latest report (minus the tables) can be found on the NYT website under Business: Special Sections.

Please note: Although the site is free within the U.S., a one-time sign-up is required for access.

Research on the Mutual Funds Industry



Restricted to SJUStandard & Poor's NetAdvantage - More Information

Industry Surveys: Investment Services
. Covers the U.S. market.:

S&P Global Industry Surveys: Coverage of European and Asian markets.

Investment Company Institute (ICI), the national association of the American investment company industry produces this industry review. Fact books from 1996 - current are on the WWW.



Background

The international encyclopedia of mutual funds, closed-end funds and real estate investment trusts
Drexel Library Reference  HG4530 .M225 2000   (view catalog record)

Morningstar guide to mutual funds : 5-star strategies for success
Drexel Library Service Desk on Reserve HG4530 .B45 2003   (view catalog record)

Educational site produced by the Mutual Fund Education Alliance, the not-for-profit trade association of the no-load mutual fund industry.

Investor Education Resources.

Financial Publications

Barron's (print edition)
Drexel Library   (view catalog record)
This weekly tracks the top 2500 open-end funds by assets. The data is provided by Lipper.

Daily Stock Price Record: NASDAQ. Standard & Poor's.
Drexel Library Reference     (view catalog record)
Volume 1 covers mutual funds. Issued quarterly.


Restricted to SJU
Kiplinger's Personal Finance   Find it! @ SJU
Personal finance magazine with articles on mutual fund investing.

Restricted to SJU Money  Find it! @ SJU
Personal and family finance magazine with articles providing guidance on making, investing, spending, and saving money.

Restricted to SJU Money Management Executive (formerly Mutual Fund Market News)  Find it! @ SJU
Provides industry news & information.

Wall Street Journal (print edition)
Drexel Library   (view catalog record)
covers top 500 mutual fund listings for NASDAQ-published share classes. This content is not included in our online subscription.


See also:








Cynthia H. Slater
Business Reference Librarian
Saint Joseph's University
Last revision / review:  September 29, 2008
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