Q. How do I find information on mutual funds? Aug 11, 2019
Q. How do I find information on mutual funds?Aug 11, 2019
Pardee Library has two major resources for information on mutual funds:
- Bloomberg: Type in the fund's ticker symbol, then press the <Equity> and <GO> keys. Bloomberg uses abbreviated names for some mutual fund issuers. For example, to look up a mutual fund issued by Fidelity: <Equity> TK FID <GO>.
- Wharton Research Data Services (WRDS): Once you are on the homepage, select the Thomson Reuters dataset. There you will find information on mutual funds, along with institutional holdings and insider filings.
For additional resources, please see the Mutual Funds section of our Investing Research Guide.