I am not a fan of investing in managed mutual funds but a lot of investors are–especially in 401(k) plans. Therefore I reluctantly offer a tool for evaluating managed funds. (An earlier tool on this site was taken down because the data source closed shop.) This current tool has an added advantage–easily allowing a comparison of various index funds. Sorry, but the data on this form must be typed in manually. Automatic fill of data isn’t possible. Instructions are included on the form.
Click here to download the tool -version 104