Guides: Finance and Investment: Mutual Funds

Mutual Funds

Morningstar Investment Research Center This link opens in a new window
Covers stocks, mutual funds (open-end), and exchange traded funds (closed-end). Database can be searched by name, security, or fund or stock screeners. Additional features include analyst reports for stocks and funds and Portfolio X-Ray to review allocations across many different funds.

Investment Company Fact Book
Contains an overview of what a mutual fund is, the trends, and the various mutual fund investment objectives. The statistics section includes fund assets, sales, and portfolio purchases. 1968-present in the stacks.
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1968-present in the Lauinger stacks HG 4530 .I518.

S&P Global NetAdvantage This link opens in a new window
Includes Mutual Fund Reports and has mutual fund screener

Value Line Research Center
Complete PDF images of the following titles: The Value Line Investment Survey online Standard Edition, The Value Line Investment Survey online Plus Edition, The Value Line Investment Survey online Small and Mid-Cap Edition, The Value Line Mutual Fund Survey, The Value Line No-Load Advisor, The Value Line Insight, The Value Line Daily Options Survey, The Value Line 600, The Value Line Special Situations Service, The Value Line Convertibles Survey.
Mutual Fund Observer
An independent mutual find analysis and commentary site, analyzing 2-4 funds every month.

Mergent Archives This link opens in a new window
An archive of corporate reports from the Moodys and Mergent Corporate Manuals. Users can search within and across manuals, by company name or manual year. The mutual funds are listed in the Bank and Finance Manual. 1928-

Investment Companies Yearbook
Each report includes fund features, year originated, investment objective, assets, capital gains, and yield. 1962-
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Lauinger stacks HG4530 .I5