Looking for good web sites to track funds

David1961 · 01-04-2008, 10:35 AM

What are some good websites for comparing mutual funds? I have several funds and would like to get basic performance info, such as total returns (YTD, 1 yr, 3 yr, and 5 yr.) and how the fund ranks in its category. Ideally, I’d like to have a one-page listing that has this basic information for all my funds. Awhile back, I tried the Money and Morningstar sites and did not find them very user-friendly. I’d like to enter the site, then select my portfolio and have the performance data pop up. Any suggestions? Thanks.

AzDreamer · 01-04-2008, 05:20 PM

Most free websites have portfolio capability, but the total return they report is missing important elements like dividends and capital gains distributions. I only know of one free web site that has good total return data, see link below.

The problem with sites like the one below is they don't segregate mutual funds based on risk, so it's an apples to oranges comparison.

Bloomberg.com: Fund Center

01-04-2008, 10:35 AM	#1
David1961 Recycles dryer sheets Join Date: Jul 2007 Posts: 73	Looking for good web sites to track funds What are some good websites for comparing mutual funds? I have several funds and would like to get basic performance info, such as total returns (YTD, 1 yr, 3 yr, and 5 yr.) and how the fund ranks in its category. Ideally, I’d like to have a one-page listing that has this basic information for all my funds. Awhile back, I tried the Money and Morningstar sites and did not find them very user-friendly. I’d like to enter the site, then select my portfolio and have the performance data pop up. Any suggestions? Thanks.

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01-04-2008, 05:20 PM	#2
AzDreamer Recycles dryer sheets Join Date: Sep 2006 Posts: 62	Most free websites have portfolio capability, but the total return they report is missing important elements like dividends and capital gains distributions. I only know of one free web site that has good total return data, see link below. The problem with sites like the one below is they don't segregate mutual funds based on risk, so it's an apples to oranges comparison. Bloomberg.com: Fund Center

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