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Investment: Mutual Funds and ETFs

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

  • ETF Reports
    Online.  From Standard & Poor's.

  • ETF Reports 
    Online.  From Value Line.  (For Internet Exlorer browsers version 10 and above, click on Tools, then Compatibility View Settings.  Enter *  Click Add, then Close.  Then, again under Tools, select Compatiblity View)

  • 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. 

Created by: Stephen Fadel | Revised: 06/23/2014
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