Mutual Funds

Mutual Fund Resources

Morningstar: Morningstar is a trusted source for insightful information on stocks, mutual funds, variable annuities, closed-end funds, exchange–traded funds, separate accounts, and 529 college savings plans. With operations in 16 countries, the company currently tracks more than 100,000 investment offerings worldwide.

Kiplinger: Mutual fund investment information. For eight decades, the Kiplinger organization has led the way in personal finance and business management publishing.

Mutual Fund Education Alliance: The not-for-profit trade association of the mutual fund industry. Since 1971 the Alliance has been helping investors understand mutual funds and the benefits of long-term investing.

Yahoo Finance Mutual Fund Center: Mutual fund screeners, prospectus finders, educational articles and more.

The Investment Company Institute: ICI is the national association of the U.S. investment company industry. Founded in 1940, its membership includes approximately 8,545 mutual funds, 630 closed-end funds, 135 exchange-traded funds, and five sponsors of unit investment trusts.

Invest Wisely: An introduction to mutual funds from the Securities & Exchange Commission.

MAXfunds: This useful and entertaining site exists to help people pick better funds. They do the screening for you – no more sifting through pages of mediocre funds with high fees and poor prospects – and present the data in a simple, intuitive, easy to understand format.

Lipper: Lipper is a global leader in supplying mutual fund information, analytical tools, and commentary. Lipper’s benchmarking provides the trusted guidepost to asset managers, fund companies, financial intermediaries, traditional media, web sites, and individual investors.

SmartMoney Funds: Mutual fund screener, fund comparisons, fund map and more.

FundAlarm: They help you decide when it’s time to sell a fund, instead of when it’s time to buy. No web site can tell you, unequivocally, that it’s time to sell your mutual fund. But if you own a “3-ALARM” fund, FundAlarm believes that you should consider selling it.

Mutual Fund Investment Articles by Tom Madell: Articles cover a variety of mutual fund investing topics rarely covered elsewhere. Tom Madell, Ph.D. has proven to be one of this country’s leading Internet writers on the subject of successful mutual fund investing.

Mutual Fund Glossary: A list of frequently-encountered mutual fund terms from TradingResource.com.