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Mutual Funds

Page history last edited by BURTwiki 10 years, 1 month ago


For mutual funds prospectuses, click "Search for company filings," choose "Mutual Fund Prospectuses." This search retrieves mutual find prospectuses and other "485" forms for a specified mutual fund.



Morningstar Library Services Online

Provides information, data and analysis of stocks, mutual funds, exchange-traded funds, close-end funds, and variable annuity/life subaccounts.


Forbes Mutual Fund Survey

Includes an "Honor Roll" stock funds long-term performance and a "best buy list" and other important information.



Fund Spot

Bringing mutual fund investors the best information available for free. We provide mutual fund family phone numbers and links, weekly news about mutual funds investing, a spam-free discussion board, and links to best general and mutual fund information sites.



Biz Miner

Access Business and Industry reports. There is a large collection of them here. 

http://bizminer.com (subscription only website)


The SEC Mutual Fund Cost Calculator

A tool for comparing mutual funds. The mutual fund cost calculator enables investors to easily estimate and compare the costs of owning mutual funds. The cost calculator takes the mystery and math out of the cost equation, revealing how costs add up over time. 



Mutual Fund Investor's Center

This center is designed to serve as an important resource for investors who want to use mutual funds to reach their financial goals. Here, you'll find the largest collection of mutual fund companies, website links, fund listings, and exclusive planning, tracking and monitoring tools available on the internet.



Investment Companies Yearbook (print)

By Thomson Financial. Includes a full-page profiles, ten year performance histories, fund name changes. Provides performance and operations information on over 10,000 funds, plus news and analyses on market activity over the past year.


The international Encyclopedia of Mutual Funds (print)

by Peter Madle. Closed-end funds and real estate investment trusts. Discusses the various categories of mutual funds, closed end funds and real estate investment trust. It provides tabular and statistical data. Includes a section on "how to invest in a mutual fund."




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