Knowledge Base

"A mutual fund is a financial vehicle that pools assets from shareholders to invest in securities like stocks, bonds, money market instruments, and other assets. Mutual funds invest in a vast number of securities, and performance is usually tracked as the change in the total market cap of the fund—derived by the aggregating performance of the underlying investments." - Investopedia

For a Single Mutual Fund

Use Morningstar Investment Research Center.

1. From the homepage, either enter the mutual fund name in the search box, or in the top menu bar select Funds > Mutual Funds to browse.
2. Select a mutual fund to see the overview report.
3. When you're done, in the upper right click End Session.

For Information on Many Mutual Funds

Below are some options. Ask Us for additional support or recommendations.

• CRSP: Mutual Funds – see WRDS access help
  Best option for a research project where you need U.S. mutual fund information. Provides survivor-bias-free performance data for open-ended U.S. mutual funds, including total returns, since 1962.
  1. Under Subscriptions > CRSP > Quarterly Update > Mutual Funds.
  2. Fill out the Web Query Form (see instructions).
• LSEG Workspace – see LSEG Workspace access help
  Contains performance and returns data for U.S. and international funds.
  1. In the top search box, enter FSCREEN and select the Fund Screener app.
  2. In the left navigation, select SCREEN.
  3. Keep or edit default settings.
  4. In the Add Criteria box, select the list icon to launch the Criteria Manager . Check the box next to a screening criteria and press Add. Select the criteria you just added in the middle column, and in the right Parameters column use the drop-down menu to create your selections. When done, press Okay.
  5. In the left navigation, press Preview Number of Assets. To view the results, click Generate Report.
  6. To edit the columns displayed, use the Add Column box. Use the list icon to launch the Column Manager.
• Capital IQ – see Capital IQ access help
  Find funds and performance data on U.S. and global mutual funds.
  1. Go to Screening > All Idea Generation Screens.
  2. In the search box, enter Mutual Funds, press Enter, and select the screen named Mutual Funds.
  3. Modify or add additional screening criteria.
  4. Click View Results.
  5. To change the columns, click the Customize Display Columns tab > Browse All Display Columns.
• Bloomberg Terminals – see Bloomberg access help. Contains performance and returns data for U.S. and global funds. Downloading from Bloomberg Terminals is limited and may not work for a large project.
  1. Enter FSRC in the command line to launch the Fund Screen app.
  2. Use the criteria to build the screen (e.g. by location, fund type, etc.)
  3. Click Results.
  4. To modify the columns displayed, go to the Actions tab > Edit Display.