The following Yale University Library resources include information on mutual funds:
- Bloomberg (available at Marx Library (formerly CSSSI) and the School of Management. visit https://guides.library.yale.edu/Bloomberg for more information)
- For fund performance, enter FPC <GO>.
- For rankings by investment strategy and region, enter WMF <GO>.
- S&P NetAdvantage or Capital IQ (requires an individual account)
- Select the Companies tab from the menu and click on the All Funds link.
- Search for fund managers, tickers or keywords (ex. VFIIX or Vanguard)
- Click on a fund to view its profile page. Here, you will find price charts, investment style information, and more.
- Find mutual fund research reports by clicking on the Investment Research link, located in the Research section on the left side of the page (near the bottom of the list).
- CRSP via WRDS (requires an individual account)
- Find fund summary data, as well as daily, and monthly returns, dividends and portfolio holdings.
