Mutual Funds
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| Charles Schwab (r.e. Mutual Funds) - www.schwab.com/funds |
| Access to nearly every Morningstar ranked 4 & 5 star no-load fund on the market via Schwab's Mutual Fund OneSource, 1,100+ funds with no load or transaction fees. Mutual Fund Select List®, Screener and more. |
| Fidelity Investments - www.fidelity.com |
| The largest mutual-fund company's site offers information on a wide range of financial products and services. Active traders get special trading-screen configurations and wireless trading service through sophisticated pagers and Palm personal organizers. |
| Investment Company Institute - www.ici.org |
| National trade group for the mutual fund industry offers investors a variety of information. |
| Morningstar - www.morningstar.com |
| Massive database of mutual funds. Excellent analysis and news items are free;
membership for $9.95/month provides real-time analysis of funds, news via
daily e-mail, portfolio and end-of-the-day market updates. Lets you track
stocks and funds together. |
| Standard & Poor's Select Funds - www2.standardandpoors.com |
| Strong-performing funds. |
| T. Rowe Price - www.troweprice.com |
| This mutual fund company has been giving some of the soundest advice on
retirement planning for decades. Asset categories are clearly explained, and
it's no surprise that mutual funds get pride of place as retirement
investment vehicles. |
| The Vanguard Group - www.vanguard.com |
| Articles from legendary John Bogle make this site required reading. Also featured: an
interview with Wm. Sharpe, the Nobel-prize-winning originator of the Sharpe Ratio,
for calculating investment risk. Plenty of info on Vanguard's index and other
funds. |
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Updated Monday, September 24, 2007.
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