Quarterly Low-Load Mutual Fund Update
You can keep tabs on the funds you own or are considering with AAII's Quarterly Low-Load Mutual Fund Update. An editorial by Charles Rotblut, CFA, vice president of AAII, that provides an overview of the reported quarter and quick synopsis of the markets behavior.
See if your fund has done better or worse than its peer group by quarter over the last year and for the most recent three years and five years. Over 900 no-load and low-load mutual funds are covered. Funds are grouped by objective for easy evaluation and comparison. The major stock and bond index returns are reported so that you can judge your funds by an appropriate market benchmark. The Quarterly Update also informs you of any recent changes such as a new portfolio manager, a fund name change, or a fee levied.
The Quarterly Update is mailed at the beginning of each quarter (January, April, July, and October). Quarterly Update subscribers also have access to a "subscribers only" area on AAII.com, where they can retrieve expanded mutual fund data and downloads.