Evaluate a fund's past history, and decide if it will help you meet your investing needs and objectives.
Enter the fund's ticker symbol:
Standard & Poors (S&P) Mutual Fund Data Service & Online Analysis Tools
This online service provides direct access to mutual fund analysis tools, S&P Mutual Fund data on over 17,000 funds, plus the ability to screen the entire mutual fund database. Because not all membership categories include the access to the S&P Mutual Fund Data Service and Online Analysis Tools, an annual subscription can be purchased separately.
See how Portfolio Manager Software integrates S&P Mutual Fund Data Service.
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Mutual Fund Check List
Enter the fund's ticker symbol: Mutual Fund Trend Report
Analyze and monitor a fund over time to aid you in fund selection and portfolio management. Enter the fund's ticker symbol: Lookup A Ticker Symbol
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Mutual Fund Comparison Guide
Compare similar funds to each other on a level footing and decide which one will best suit your investing needs. Enter the fund's ticker symbol: Mutual Fund Screening Tool
Here's a great place to get started in the fund selection process. Seek out funds that best meet your needs, using fifteen essential screening criteria.
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Use BetterInvesting's mutual fund tools to assist you in your fund selection process. Here you have access to the Mutual Fund Check List, Comparison Guide, and Trend Report, and a screening tool to help you select the mutual fund that best meets your investing goal. Our database provides coverage of over 17,000 mutual funds. You have access to Standard and Poor's data and Standard and Poor's Mutual Fund Reports on all the funds in the data base. Simply enter a fund ticker symbol in the "Ticker:" window of the tool you wish to use then click "go", and you're on your way. If you don't know a fund's ticker symbol, use the "Find Ticker" function to assist you. If you're just getting started, you may want to use the screening tool to help you narrow down the field of funds to study by screening for criteria important to you. You can access the various forms by using the navigation at the top of each tool or by returning to this page. If you have questions you cannot find answers to, please feel free to contact us and we'll assist you in any way we can. |
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