Science, Industry and Business Library > Financial Services Information Sources

Mutual Funds

directories, performance & analysis
ticker symbols
average
closed-end funds
mutual fund education and news

Directories, Performance and Analysis

Barron's (http://www.barrons.com/)
National Business and Financial Weekly. Lib. has: May 1921- date. Special issues: Mutual Fund performance report: Feb., Apr., July, Oct. Call # *ZAN -T920. In microform room. (Self-Service).

Bloomberg
The interactive network of Bloomberg Financial Markets offers up-to-date pricing information, history, data, analytics, and multimedia news. A generous gift of Bloomberg, L.P. This database is not on all networked computers. Reserve this database at the EIC desk.

Business Week (http://www.businessweek.com/)
Weekly. Lib. has: Sept. 7, 1929 - date. Special issues: February (in 2 issues) Mutual Fund Sourcebook (equity, fixed income and closed-end) 1985; December - Mutual Fund Leaders and Laggards (quarterly update of mutual funds ). Request current issues at Altman Delivery Desk. Earlier editions in Microform Reading Room. Call #ZAN- T2220 (Self-Service).

Directory of Mutual Funds, Closed - End Funds, Unit Investment Trust Sponsors
Investment Company Institute (http://www.ici.org/)
Annual. Lib. has: 1998/99- 1999/00 in call #JBM 99-1347. Continues: Directory of Mutual Funds & other Investment Companies. Continues: Directory of Mutual Funds / Investment Company Institute (U. S.). Continues: Guide to Mutual Funds / Investment Company Institute (U.S.). See CATNYP for detailed holding of earlier titles.

Forbes (http://www.forbes.com/)
Semimonthly. Lib. has: Sept. 17, 1917- date.
Special issues: Aug. or Sept. Annual Mutual Fund Survey (investment performance data for 1,500 mutual funds) (1956). Nov.: Mutual Fund Review (semiannual compilation of statistics on mutual funds. Latest at Delivery Desk. Microfilm in Microform Reading Room. Call #*ZAN - T4695).

Fortune (http://www.fortune.com/)
Monthly. Lib. has : 1 (1930) - 142(2001) - date. Special issues: Feb. and Oct.: Best Mutual Funds. Latest issues at Delivery Desk. Microfilm in Microform Reading Room. Call # *ZAN - T4861.

The Individual Investor’s Guide to the Top Mutual Funds (http://www.aaii.com/
American Association of Individual Investors
Annual. Latest edition in *R-SIBL HG4930.I49 in Financial Services Section. Earlier editions in JBK 04-1, 2002- .
Continues:
The Individual Investor's Guide to Low-Load Mutual Funds)
American Association of Individual Investors, 1994-2001 in JBK 94-24.

Morningstar Library Edition (EIC)
Access Morningstar financial reports, screening, analyst reports and portfolio screening. Use the Help & Education link to access information about this database and online course modules on investing.

Morningstar Mutual Funds
Biweekly. Lib. has: 14: 6 (1991) - date. Call # JBM 91-1109. Latest Summary at McGraw Desk; User's guide and latest 10 analysis issues in Financial Services. Continues: Mutual Fund Values (Lib. has: vol. 13, no. 3 (Nov. 2, 1990) - v. 13, no.10 (Feb. 1991) , v. 14, no. 3 ( Mar. 22, 1991) - v. 15, no. 4 (Aug. 23, 1991). Call #JBM 91-313).

Mutual Fund Fact Book / Investment Company Institute (http://www.ici.org/)
Latest edition in *R-SIBL. HG4930 .F3272 . Lib. has: 1964, 1967, 1969 - 1985, 1988, 1992 - date in Call # JBL 92-157.

Standard & Poor's Net Advantage (EIC)
Statistics and Articles. Includes Bond Guide, Corporation Records, Dividend Record, Earnings Guide, Industry Surveys, Mutual Fund Reports, The Outlook, Standard & Poor's Register, Stock Guide, and Standard & Poor's Stock Reports. Updated: Weekly.

TheStreet.com Ratings’ Guide to Bond and Money Market Mutual Funds
Quarterly. Latest edition in Financial Services Section. Earlier editions in JBM 07-58, Fall 2006- .
Continues:
Weiss Ratings' Guide to Bond and Money Market Mutual Funds
Call # JBM 01-161 for Summer (2000)- Summer 2006.

TheStreet.com Ratings’ Guide to Stock Mutual Funds
Quarterly. Latest edition in Financial Services Section. Earlier editions in JBM -07-187, Winter 2006- .
Continues:
Weiss Ratings' Guide to Stock Mutual Funds
Call # JBM 00-177 for Winter 1999-Summer 2006. Continues: Weiss Ratings' Guide to Mutual Funds, Winter 1998-99) in JBM 00-411.

Value Line Mutual Fund Survey
Biweekly. Library has: 1993 - Jun (1998) - date [incomplete] Call # JBM 94-652. Pt.1 (Performance/ Index) at McGraw Desk. Current cycle of Pt. 2 (Ratings/Reports) and current year issues of Pt. 3 (Advisor) in Financial Services.

Value Line Research Center (EIC)

Click on "My Value Line" to access the paid subscription content (=Value Line Research Center) and ask a staff person for assistance if you need help. On-line access to Value Line's leading publications covering stocks, mutual funds, options and convertible securities as well as special situation stocks. Database includes : Value Line Investment Survey, Value Line Investment Survey – Expanded Edition, Value Line Mutual Fund Survey, Value Line Daily Options Survey, Value Line Special Situations Service, and Value Line Convertibles Survey. View, sort, screen, graph, and prepare reports on individual equities, mutual funds, options, and convertibles. Full-page images of research reports in PDF format may be viewed, printed or downloaded. (Value Line Investment Survey is also available in print on the lower level in the Financial Services section.) This database is limited to five simultaneous users.

Ticker Symbols

The Individual Investor's Guide to Low-Load Mutual Funds
(see details above) Ticker symbols for listed mutual funds.

Morningstar Mutual Funds (see details above)

Morningstar Library Edition (EIC)

Standard & Poor's Net Advantage (see details above)

Value Line Mutual Fund Survey (see details above)
Ticker symbols for 2,000 mutual funds.

Value Line Research Center (EIC)

Closed-End Funds

Barron's (see details above)

The International Encyclopedia of Mutual Funds, Closed-End Funds and Real Estate Investment Trusts. Peter Madlem, Thomas Sykes.Latest issue*R-SIBL HG4530 .M225 2000

Morningstar Mutual Funds (see details above)

Site-By-Site! The International Investment Portal & Research Center
http://www.site-by-site.com
Scroll down left hand side, click on Closed End Funds and follow the links from there.

Mutual Fund Education & News

Brill's Mutual Fund Interactive
http://www.brill.com/

Investment Company Institute
www.ici.org/

Kiplinger
www.kiplinger.com

Morningstar
http://www.morningstar.com/

Mutual Fund Investor's Center
http://www.mfea.com/