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Mutual Funds
Websites presented in alphabetical order Daily Stocks Assemblage of over 200 financial links categorized as: market commentary, stock screens, insider reports, financial news headlines, earnings, daily market indicators, upgrades/downgrades, filters, and/or technical stock reports. Try out their powerful stock and mutual fund search engine! Information is identified and sorted by source (such as Bloomberg News) rather than report headline. http://www.dailystocks.com/ Topics: Investing Last updated Mar 26, 2000 Historical Stock Quotes This handy tool from BigCharts is especially useful for income tax and estate planning preparation. Just type in a stock or mutual fund symbol and the desired date (back to January 2, 1970), and Big Charts provides the closing price. Also, this free service provides easy-to-use online charting. http://bigcharts.marketwatch.com/historical/ Topics: Investing Last updated Nov 3, 2004 ICI Mutual Fund Connection A primary source of statistical information on the mutual fund industry. Monthly and weekly releases cover trends in stock, bond, hybrid, closed-end, and money market funds. Contains data on fund shareholders and information about related legislation and regulation. Other topics covered include retirement security, taxation, and basic investor information. From the Investment Company Institute, a trade association representing the investment company industry. http://www.ici.org/ Topics: Investing Last updated May 2, 2001 Invest Wisely: An Introduction to Mutual Funds This site from the Securities and Exchange Commission (SEC) "explains the basics of mutual fund investing how mutual funds work, what factors to consider before investing, and how to avoid common pitfalls." Includes discussions of advantages and disadvantages, different types of funds, and how to buy and sell shares. Also includes a glossary. http://www.sec.gov/investor/pubs/inwsmf.htm Topics: Investing Last updated Nov 26, 2003 investorguide.com Excellent source of information for the investor. Includes news and information on stocks, bonds, mutual funds, brokers, exchanges, and much more, credit, loans, taxes, retirement, etc. The site also has a large categorized directory with annotated links, a learning center, and a glossary of over 6,000 terms. http://www.investorguide.com/ Topics: Finance, Investing, Jobs & Work, Seniors Last updated May 11, 2005 Lipper Leaders: Funds That Fit Mutual fund screening tool from Lipper, a provider of mutual fund data and analysis. The site describes how funds are evaluated and provides scores for funds in the United States as well as from several countries in Europe and Asia. Search for funds based on classification, asset type, fund company, total return, consistent return, preservation, tax efficiency, and expense. http://www.lipperleaders.com/ Topics: Investing Last updated Jul 8, 2009 MarketWatch Contains business and personal finance news, commentary, and articles; daily market listings; information on stocks, mutual funds, and IPOs; and more. Registration (free) required for some parts of site. http://www.marketwatch.com/ Topics: Investing Last updated May 28, 2009 MoneyCentral Comprehensive personal finance site. Offers real-time stock quotes, lists of top mutual funds, as well as a wealth of information on topics including retirement planning, saving for college, insurance, and buying or selling a home. Sponsored by Microsoft. http://moneycentral.com/home.asp Topics: Finance, Investing, Jobs & Work Last updated Jul 28, 2000 Morningstar.com From a well-known name in mutual fund analysis comes this site containing fund rating reports and stock quotes. Fund and stock reports can be retrieved by name, ticker symbol, rating, or performance criteria. Free content includes basic analysis and background, ratings, performance statistics, and graphs, as well as articles on market trends. More detailed reports and portfolio management services are available to subscribers on a fee basis. http://www.morningstar.com/ Topics: Investing Last updated Feb 18, 2000 MutualDecision This site features "news, articles, educational content, including academic research, and tools specifically for investing in mutual funds." Find a glossary, regularly updated top-ten lists of mutual funds rankings by overall performance and categorized by investment style, a calculator to determine return on funds, "easy-to-read summaries of leading academic mutual fund research," and related material. Includes a blog and links to related sites. Founded by a former banker and finance professor. http://www.mutualdecision.com/ Topics: Investing Last updated Jun 25, 2008 Planning & Education Practical financial advice for personal investors. Investment guides cover how to create an investment plan, invest for retirement, roll over retirement assets, manage retirement, save for college, maximize your after-tax return, and plan your estate. Includes links to related investor resources. Sponsored by the Vanguard Group. https://personal.vanguard.com/us/planningeducation Topics: Finance, Investing Last updated Jun 13, 2008 The SEC Mutual Fund Cost Calculator "The Mutual Fund Cost Calculator enables investors to easily estimate and compare costs of owning mutual funds." Includes frequently asked questions. From the U.S. Securities and Exchange Commission (SEC). http://www.sec.gov/investor/tools/mfcc/mfcc-int.htm Topics: Investing Last updated Oct 1, 2003 Spotlight on Hedge Funds "As stock market indices have declined, some investors have begun looking for alternative forms of investments, such as hedge funds." This site provides information from the U.S. Securities and Exchange Commission (SEC) on hedge funds ("private, unregistered investment pools"), which are "are subject to very few regulatory controls." Includes reports, studies, and meeting transcripts and video clips. The "Hedge Funds" section presents basic consumer information and definitions. http://www.sec.gov/spotlight/hedgefunds.htm Topics: Investing Last updated Oct 14, 2003 |
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