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.


View All Topics - Pardee

Contact Us - Pardee

email

Email

Email us for research help and we’ll respond within 24 hours

question_answer

Chat

Talk with a research librarian (online daily)

list

Remote Service Updates

For latest service updates and information

people

Meet

Make an appointment with a subject specialist librarian

smartphone

Text

Send us your questions at 617-431-2427

account_box

My Library Account

To renew items and other resources on loan