Mutual Fund Analysis form
I created a tool to help in analyzing and comparing mutual funds. For those who know me well, that will be recognized as a virtual sacriledge. Most managed mutual funds underperform the market and you pay, on average, more than 4% per year in fees, commissions, and taxes. However, most investors own them (shudder, shudder)--that's reality. So, the tool is meant as a help in evaluating them and at least know whether the costs and returns are reasonable.
A very revealing article on mutual funds from Consumer Reports is a "must" read-- MUTUAL FUNDS: THE OTHER BIG SCANDAL. Are you aware, based on historical growth, $10,000 invested in an index fund for forty years may grow, based on long-term averages, to over $900,000? That same amount, invested in the average managed mutual fund after forty years, will be worth a little over $200,000 if 4% is used as a total cost in fees, commissions, and taxes. Folks, that's reality!
SORRY, I give up. The mutual fund data from Yahoo is incomplete and they don't seem interested in correcting the problem. I have removed the spreadsheet analysis tool from this site. In addition, I've found the data on Yahoo to be incomplete for many funds.
But be sure to read the article THE OTHER BIG SCANDAL referred to above. A book you might read is John Bogle's The little Book of COMMON SENSE INVESTING.