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Equity Research

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Mutual Fund Reports
Overview
Mutual Fund Reports offers the investment community comprehensive coverage on literally thousands of mutual funds, as well as an innovative, style-based ranking system to aid in fund selection. Reports are updated monthly.

Benefits
Each Standard & Poor's Mutual Fund Report provides:
  • Thorough coverage on a fund's ranking
  • Investment objective
  • Portfolio composition
  • Fee structure
  • Risk/return characteristics
  • Style behavior
  • Performance during recent bull and bear market cycles
  • Best and worst performance over the past 10 years, and much more.
  • Potential users
    The potential users of this product are portfolio managers, financial planners/advisors, money managers, brokers, individual investors, and academics.
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