Answered By: Lippincott Library
Last Updated: Mar 30, 2017     Views: 30

Use Morningstar Direct, a database available in Lippincott Library -- or another Morningstar product, Morningstar Investment Research Center, for analyst reports and performance data.

Use Bloomberg, available in Lippincott Library and Huntsman Hall. Type FPC and hit GO for info on fund performance. Type WMF and hit GO for rankings of best-performing mutual funds by investment strategy and region.

For historical information on total net assets, net asset value (NAV), etc. go to WRDS, log in with your Wharton username and password, and click on CRSP. Click on Mutual Funds. For information on portfolios of mutual funds in WRDS, click on Thomson Reuters.