Good mutual fund research sites

[yellow heel]

I find myself searching multiple websites to evaluate mutual funds. I wanted to know what everyone else uses.

Here are some:

http://moneycentral.msn.com/

http://finance.yahoo.com/

http://www.mfea.com/

http://www.morningstar.com/

[tinapbeana]

Re: Good mutual fund research sites

nasdaq.com, powered by morning star. i also have a different place i specifically look for socially responsible funds, and then go back to nasdaq.com to research them further.

[meaghanchan]

Re: Good mutual fund research sites

I mainly use morningstar.com. It's my favorite site for fund research. I don't have a premium membership there, but I got it free for a day once, and I was totally amazed how much information there was there. If I had a larger portfolio I might consider it- right now, I know the annual fee does me more good going into my retirement account.

[disneysteve]

Re: Good mutual fund research sites

I don't use any website. I use the annual mutual fund issues of Money and Kiplinger's. They list every fund with fund type, performance, expense and ranking info. I find it extremely useful to have all of that information in one place. If you don't already get those magazines (which I think everyone should), just go to your local library and find the most recent mutual fund issue.

[yellow heel]

Re: Good mutual fund research sites

Yeah, morningstar requires a membership... oh well.

Money and Kiplinger's huh? I'll have to look into that.

smartmoney.com looks a pretty good tool also.

[HiImSeth]

Re: Good mutual fund research sites

I don't use any website. I use the annual mutual fund issues of Money and Kiplinger's. They list every fund with fund type, performance, expense and ranking info. I find it extremely useful to have all of that information in one place. If you don't already get those magazines (which I think everyone should), just go to your local library and find the most recent mutual fund issue.

Does this issue you are talking about come with a yearly subscription to Kiplinger's Personal Finance? I'm just wanting to make sure I'll get it when I end up subscribing or if it is part of a different package or something.

Thanks!

[disneysteve]

Re: Good mutual fund research sites

Does this issue you are talking about come with a yearly subscription to Kiplinger's Personal Finance?

Yes, it is one of the regular monthly issues. They do it every year, as does Money. I don't remember what month it is but it's the same every year.

[sweeps]

Re: Good mutual fund research sites

One thing I particularly like about the special mutual fund issues is how they rank funds among their peers. A fund could be really good but it's just suffering at the moment because the sector it covers is not hot.

One caveat: Be sure to also look at the next issue, because usually the magazine has to issue numerous corrections for errors.

[disneysteve]

Re: Good mutual fund research sites

One thing I particularly like about the special mutual fund issues is how they rank funds among their peers. A fund could be really good but it's just suffering at the moment because the sector it covers is not hot.

Very true. A fund might be up only 2%, but if the other funds in that class are down 2%, that's important to know. That's one of the reasons I find those issues such good resources.

[yellow heel]

Re: Good mutual fund research sites

Do they sell them at local book stores?

[autoxer]

Re: Good mutual fund research sites

I downloaded Kiplingers Mutual Fund Rankings as an excel spreadsheet. It has info on over 10,000 U.S. stock funds and 2,000 international stock funds. It shows past returns, investment style, ranking, volatility, expense ratio & minimum investments required and you can sort the list any way you want.

Here is the article, but the files don't seem to be available. I have the files on my computer, but they are too large to upload here. Any idea how I can share them?

http://www.kiplinger.com/personalfinance/magazine/archives/2006/09/navigate.html