Q. How do I find information on mutual funds?

Use S&P NetAdvantage

Use Morningstar Direct, available in Business Library and the Finance Lab

Use Bloomberg, available in Business Library and the Finance Lab

  • Type FPC and hit for info on fund performance.
  • Type WMF and hit for rankings of best-performing mutual funds by investment strategy and region.

Data in WRDS (available to business faculty and graduate students)

For historical information on total net assets, net asset value (NAV), etc. go to WRDS. Select CRSP, then click on Mutual Funds.

For information on portfolios of mutual funds in WRDS, click on Thomson Reuters. Use Thomson Reuters - Mutual Fund Holdings (s12).


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  • Last Updated Oct 14, 2021
  • Views 0
  • Answered By Kim Bloedel

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