AAII’s Quarterly Mutual Fund Update


You can keep tabs on the funds you own or are considering with AAII’s Quarterly Mutual Fund Update. Each issue includes a commentary by Charles Rotblut, AAII Journal Editor, 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.

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