• Basic Membership Access to Journal, Shadow Stock portfolio & monthly updates for stock screens
  • A+ Investor Full access to AAII.com, Journal, and a power data suite for investment ideas
  • AAII Platinum Full access to all of AAII's model portfolios and premium services at a significant discount
  • Dividend Investing Newsletter and model portfolio that focuses on dividend growth
  • AAII Growth Investing Find secular growth stocks poised for outperformance regardless of macroeconomic conditions.
  • Retirement Investing Discover trusted strategies for every stage of retirement. Get actionable insights and resources for smart retirement planning.
  • Sentiment Investing A research-driven newsletter with 10+ signals decoding sentiment across retail and institutional behavior.
  • Stock Superstars Report Get stock ideas inspired by the market's leading professionals
  • VMQ Stocks For the value investor looking to harness academic research in an actively managed portfolio
  • Bits and Bips Newsletter delivering insights on linking traditional finance, macro trends and cryptocurrency opportunities to help investors build stronger, more diversified portfolios.
All premium products come with free basic membership.
Explore All Membership Options
Join Now
Read Comments (2)

Fund Evaluation Made Easy

by AAII Staff | February 10, 2020

Members who are mutual fund (and exchange-traded fund) investors will find a wealth of new data and resources at AAII.com. Chief among them is the new Fund Evaluator. Using the new search box at the top of the AAII website, you can search a universe of over 25,000 mutual funds, with data provided by Morningstar. Just type in the fund name or ticker and then click on the desired fund when the autofill drop-down list shows the name you are looking for. 
 
 
 
 
 
 
 
 
 
 
 
 
 
The Fund Evaluator is divided into sections: Overview, Performance, Portfolio, Purchase and Definitions are accessible to all AAII members, while the Insights section is a unique benefit to subscribers of AAII’s new suite of online tools called A+ Investor. 
  • Overview:  Offers a collection of summary data related to the selected fund, including grades for a variety of performance periods, expense ratio and risk relative to other funds in its category. 
  • Performance: Shows trailing and annual performance figures for up to 10 years, along with grades to show how the fund stacks up against funds in its category. 
  • Portfolio: Gives summary statistics related to the fund’s portfolio holdings, as well as data on the current portfolio composition and risk measures. 
  • Purchase: Shows important information such as whether a fund is open to new investors, the minimum purchase requirements, load fees (if applicable) and overall expense ratio. 
Explore your AAII benefits by typing in a fund ticker and trying out our new Fund Evaluator!
 
Not an AAII Member?
 
If you want to become an effective manager of your own assets and achieve your financial goals, consider a risk-free 30-day Trial AAII Membership

Discussion

Bryan O from CA posted over 6 years ago:

I have tried several funds by name and ticker and it returns "No Results"


Jean from AAII posted over 6 years ago:

Be sure to wait for the fund name to show up in the drop-down list as shown in the image above, and then click on the fund name. If you are hitting enter or selecting the magnifying search icon, you may get "no results."


You need to log in as a registered AAII user before commenting.
Create an account

Log In
Join a select group of investors who benefit from our educational mission. Sign up to receive exclusive AAII content to achieve your financial goals. Plus, receive the bonus special report:
"Profitable Retirement Planning"
100% Privacy Guaranteed.