Research Guides: Financial Research: Funds

Mutual Funds

Morningstar Investment Research Center
Find data and in-depth analysis on stocks, mutual funds and exchange-traded funds, including the unique Morningstar rating on these funds.
S&P NetAdvantage
Comprehensive database featuring industry surveys, stock reports, company descriptions & financials, mutual fund research, publications and more.
Value Line Research Center
Investment information, analysis and advice on stocks, mutual funds, options, and convertibles. Note: historic stock reports are available.

PitchBook
Use the screener to find hedge funds. Fund performance is not included in our subscription.

Bloomberg Lab - KOBL 370
Note: This resource is only available in the Bloomberg Lab in the Leeds School of Business and only for Business faculty and students.
Enter HFND for hedge fund menu. Total returns available, though not all fund information will be visible.
Hedge Fund Research
Provides hedge fund index information, data, and analysis.

FINRA Margin Statistics
Financial Industry Regulatory Authority statistics on margin and cash accounts.

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