- Tax Planning
- Investments 1: Before you Invest
- Investments 2: Your Investment Plan
- Investments 3: Securities Market Basics
- Investments 4: Bond Basics
- Investments 5: Stock Basics
- Investments 6: Mutual Fund Basics
- Investments 7: Building Your Portfolio
- Investments 8: Picking Financial Assets
- Investments 9: Portfolio Rebalancing and Reporting
- Retirement 1: Basics
- Retirement 2: Social Security
- Retirement 3: Employer Qualified Plans
- Retirement 4: Individual and Small Business Plans
- Estate Planning Basics
Using Databases to Select Funds
Now that you understand the parameters you should adhere to when selecting mutual funds, you can set your criteria and then use a database to get a list of all the funds that meet your criteria. For example, you can use Morningstar and Learning Tool 7: Using Morningstar to Select Funds to set your criteria for stocks, bonds, and other financial assets.
While there are many different resources for finding mutual funds, the Premium Fund Screener from Morningstar is one of the better resources. To access Morningstar, go to www.morningstar.com. You will need to set up an account and a password. The cost of using Morningstar on the Internet is $125 per year.
