Answered By: Lippincott Library
Last Updated: Jul 14, 2020     Views: 148

Use Thomson Reuters - Mutual Fund Holdings (s12), available in WRDS

Use S&P NetAdvantage

Use Morningstar Direct, available in Lippincott Library.

Use Bloomberg, available at Lippincott Library and in 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.

  • Select CRSP, then click on Mutual Funds.
  • For information on portfolios of mutual funds in WRDS, click on Thomson Reuters.