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M* Mutual Fund Family Data Pages

beebee
edited May 2015 in Fund Discussions
I came across what looks like an interesting collection of information.

This is M* Mutual fund family link which I believe Catch22 introduce me to.

quicktake.morningstar.com/fundfamily

From this page I selected a fund family I admire (TRP, Wasatch, Fidelity etc.). The first page that loads is the "Mutual Fund Family Data Page" which is a composite data of all the funds in the family. I believe the chart represents "equal ownership" of all the funds in the family and how this "collection of funds" fares against the "collective category averages" of all mutual funds.

Also, the stock list reflects the top 20 stocks owned throughout all of their funds. Kinda cool to see what stocks are being increased by the (+) symbol and what stock are being decreased by the (-) symbols next to each stock though the data might be a little stale.

I like this source of information and thought others would too.

This page also has a link to a list of all the fund in the family. Just look for this option on the right side of the data page:
image

Comments

  • TedTed
    @bee: This is a recent format change for M*. The fund family page at one time was accessed by clicking a box in which you scrolled in alphabetical order. Its a great tool tha the Linkster has used for years.
    Regards,
    Ted
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