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How To Research Mutual Funds

“There is probably only one thing more prolific than the number of mutual funds, and that’s the number of publications that rank, explain, praise, and berate them.”

- Lorayne Fiorillo, author of
Financial Fitness in 45 Days

There are plenty of resources out there to help you select a mutual fund. Consider the following:

  • Morningstar: a leading provider of mutual fund, stock, and variable-annuity investment information.

  • Lipper Analytical Services: you can retrieve an array of fund information including performance statistics, price, and ownership data.

  • Value Line Survey: the world's most widely read investment information service, providing electronic data services for both individual and institutional clients.

  • Mutual Funds magazine: mutual fund and manager profiles and interviews as well as other market news of the day.

  • Worldly Investor.com: mutual fund and manager profiles and interviews as well as other market news of the day.

  • Individual mutual fund company Web sites.

 What is a Mutual Fund?

 Types of Mutual Funds

 

 How to Research Mutual Funds

 When to Buy and Sell

 

 Costs Associated with Mutual Funds

 Tax Issues

 

 

 

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