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Mutual Funds 

Recommended resources for mutual funds research.
Last update: Oct 29th, 2009 URL: http://librarytoolkits.sju.edu/mutualfunds  Print Guide  RSS Updates

Morningstar             Print Page
  
 

Morningstar

Morningstar FundInvestor in Business Source Complete - info

Morningstar Fund Family Reports: American Funds in Business Source Complete - info

Morningstar Fund Family Reports: Fidelity in Business Source Complete - info

Morningstar Fund Family Reports: Vanguard in Business Source Complete - info

The Haub School of Business has replaced Morningstar Library Edition with Morningstar Direct effective Summer 2009.  Morningstar Direct is available only in the Wall Street Trading Room (Mandeville 295). 

Some public libraries subscribe to Morningstar Library Edition, making it available to their patrons remotely.   Contact your public library for details.  A tutorial for using Morningstar Library Edition follows.

 

The Morningstar website offers some free information (registration required), including:

  • Fund Financial Data (13,000+ funds)
  • Stock and Fund Screeners (basic)
  • Investing Articles and Market Commentary
  • Portfolio Manager (basic)

Analyst reports are not included in the free membership content. The Morningstar publications linked above include analysts' reports.  More Morningstar publications are available in Business Source Complete.

 

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