In the age of the internet, there are many sources of quality data. These data includes:
· Mutual fund news
· Mutual fund historical performance data
· Mutual fund fundamental data
· Mutual fund portfolio holdings
On a continual basis, the MutualFundAlliance.com collects the above data and both makes it available to our members as well as being used by our portfolio managers in our fund selection models. In addition, in the MutualFundAlliance.com Investor Library, we include links to additional data sources.
Online Resources: Sources of Up-to-Data Data
The latest news on mutual funds, mutual fund families, sectors, and the overall economy is crucial in making informed investment decision. Fund managers change, investment objectives shift over time, and the markets are always moving – all things that need to be monitored in managing your own mutual fund portfolio.
Although we hear it so much that it has become cliché – “past performance is no indicator of future performance,” historical performance data is key in analyzing mutual funds. In particular, past performance data is important to analyze a mutual fund’s performance behavior relative to overall market performance and the current and anticipated market conditions. Data that can be found for any mutual fund, such as beta and best-fit beta are indicative of how these data is used.
In analyzing mutual funds, MutualFundAlliance.com relies heavily upon the fundamental data of the fund’s underlying portfolio. For example, the average price to earnings ratio, the fund’s relative sector weighting, and the average price to sales ratio are all key in analyzing a fund.
In addition to the aggregate data for a fund, the MutualFundAlliance.com analyzes the underlying fund’s holdings and estimated shifts in the fund’s holdings between its reporting periods. By identifying the fund’s holdings, we are better able to estimate the fund’s performance relative to our outlook for the economy and overall financial markets.