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Step-by-Step Guide:
Investment Tools
The Mutual Funds main page combines the four most common ways to find a mutual fund. From here,
you can get detailed information on specific funds, find a top performer based on your criteria,
search for funds by family, or execute a powerful custom search.
Guide to Mutual Funds
Fund Profile -- The fund profile is a powerful tool for
gathering information on a specific mutual fund before deciding to invest. At the top of the profile
are the options available for exploring each fund profile.
To get started:
- Enter the fund's symbol in the box below Fund Profile and Submit.
- If you don't know the fund's symbol, enter its name. SafeMoneyReport.com will present a list
of funds matching that name. Choose the one that you wish to see.
Other features:
Fund Summary: Use this feature when you need a quick look at a fund, to decide if you wish to
explore further.
Long-Term Performance: A column chart showing returns from 1 month to 10 years, compared to the
Vanguard 500 Index. Note: You will need Netscape Navigator 4 or Internet Explorer 4 to view this graph.
MPT Stats: A rundown on the statistical information that is used to decide how risky a fund is and
how likely it is to succeed. Explanations of all the numbers are provided.
Purchase Info: Basic information for investors considering a purchase of this fund.
Composition: A listing of how diversified the mutual fund is, broken down by both industry
and holdings.
Top Holdings: If you select the name of a holding, you get the current quote for that holding.
Fund Families -- This lets you sort through all of the funds offered
by a particular fund company - find the top performer or the biggest loser before you invest!
To get started:
- Click on the Families link at the top of the Mutual Funds screen.
- Select the family of funds that interest you.
- Choose the category by which you would like to sort. Available categories:
- Name
- Year-to-Date Return
- One-Year Return
- Three-Year Return
- Five-Year Return
- Ten-Year Return
- Choose the sort order.
- Ascending (worst to best)
- Descending (best to worst)
- Click on Submit.
- A list of funds will appear, ordered by your preference. Click on a link to get a
fund profile.
Objectives
-- This lets you search for a fund based on its performance, regardless of its fund company.
To get started:
- Click on the Objectives link at the top of the Mutual Funds screen.
- Select the objective that matches your interest.
- Choose the category by which you would like to sort. Available categories:
- Name
- Year-to-Date Return
- One-Year Return
- Three-Year Return
- Five-Year Return
- Ten-Year Return
- Choose the sort order.
- Ascending (worst to best)
- Descending (best to worst)
- Click on Submit.
- A list of funds will appear, ordered by your preference. Click on a link to get a
fund profile.
Fund Search
-- This option allows you to perform a custom search of thousands of mutual funds.
To get started:
- Click on the Fund Search link at the top of the Mutual Funds screen.
- Select a Category to narrow your search. If you want to search all categories, select
All Categories.
- Select a Family to narrow your search. If you want to search all families, select
Any Families.
- Select the Search Criteria.
- Choose the category by which you would like to sort. Available categories:
- Front Load
- Net Assets
- 12b-1 Fees
- Minimum Investment
- Expense Ratio
- Minimum Year-to-Date Return
- Minimum One-Year Return
- Minimum Three-Year Return
- Minimum Five-Year Return
- Minimum Ten-Year Return
- Overall Rank
- Risk Rank
- Choose the Display Criteria.
- Choose the category by which you would like to sort. Available categories:
- Name
- Year-to-Date Return
- One-Year Return
- Three-Year Return
- Five-Year Return
- Ten-Year Return
- Choose the sort order.
- Ascending (worst to best)
- Descending (best to worst)
- Select which data to diplay: Performance or Fees.
- Select the number of entries to display: 10, 25, 50, or 100.
- Click on Submit.
- A list of funds will appear, ordered by your preference. Click on a link to get a
fund profile.
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Guide to Mutual Funds
Guide to Portfolio
Guide to News, Markets, and Industries
Guide to Stocks
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