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Investment: Mutual Funds and ETFs

Mutual Funds and ETFs

The ETF Handbook: How to Value and Trade Exchange-Traded Funds

ETF Reports
Online.  From Standard & Poor's.
Investment Company Institute
Online.  "...national association of U.S. investment companies, including mutual funds, closed-end funds, exchange-traded funds (ETFs), and unit investment trusts (UITs)."
Morningstar Mutual Funds
Online.  Popular mutual fund resource.  Available in the Bangor Public Library Reference Department.  Some information provided by the Morningstar website.   

Standard & Poor's NetAdvantage: Fund Research
Online.  Provides a fund screener, which enables users to screen funds by Fund Family, Broad Category (e.g., Global Equity), Style Sector (e.g., Equity Japan), S&P Ranking, Beta, and other factors.


Value Line: Mutual Fund Screener and Survey 
Online.  Fund screener enables selection by 
Fund Objective (e.g., Income), Fund Family, Overall Rank, Expenses & Fees, Manager Rating, and other options. Survey covers statistics on over 2,000 funds.  Full-page reports on over 100 equity mutual funds.


Value Line ETF Service

Online. Replaces the Value Line Convertibles service. Covers Fees, Portfolio Composition, Performance, Fundamentals and more.

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