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Advanced Mutual Funds Data

QuoteMedia offers a wide range of data points for advanced mutual funds views within the QuoteMedia applications and your customized solutions.

  • Mutual Funds Overview
  • Charting
  • Asset Allocation
  • Fund Objective
  • Top 10 Holdings
  • Performance
  • Rankings and Risk
  • Expenses
  • Description
  • Index Fund
  • Closed to New Investors
  • Social Criteria
  • Periodic Investment Plan
  • Systematic Withdrawal
  • Load Type
  • Fund Category (Peer Group)
  • Performance
  • Total Net Assets
  • Total Net Assets Change %
  • NAV
  • NAV Change Dollar
  • NAV Change Percent
  • 52 Week High
  • 52 Week Low
  • SEC Performance
  • Yield 7 Day
  • Yield 30 Day
  • Last Month End
    • Last Month End 1 Year
    • Last Month End 3 Year
    • Last Month End 5 Year
    • Last Month End 10 Year
    • Last Month End Inception
  • Last Quarter End
    • Last Quarter End 1 Year
    • Last Quarter End 3 Year
    • Last Quarter End 5 Year
    • Last Quarter End 10 Year
    • Last Quarter End Inception
  • Performance Return
    • Performance Return 1 Month
    • Performance Return 3 Month
    • Performance Return QTD
    • Performance Return 6 Month
    • Performance Return YTD
    • Performance Return 1 Year
    • Performance Return 3 Year
    • Performance Return 5 Year
    • Performance Return 10 Year
  • Performance Return Versus
    • VS. Benchmark Average %
    • VS. Benchmark Average
    • VS. Benchmark Index %
    • VS. Benchmark Index
    • VS. Benchmark Market Index %
    • VS. Benchmark Market Index
  • Lipper Leaders
    • Total Return
      • Lipper Leader Return Overall
      • Lipper Leader Return 3 Year
      • Lipper Leader Return 5 Year
      • Lipper Leader Return 10 Year
    • Consistent Return
      • Lipper Leader Consistent Return Overall
      • Lipper Leader Consistent Return 3 Year
      • Lipper Leader Consistent Return 5 Year
      • Lipper Leader Consistent Return 10 Year
    • Preservation
      • Lipper Leader Preservation Overall
      • Lipper Leader Preservation 3 Year
      • Lipper Leader Preservation 5 Year
      • Lipper Leader Preservation 10 Year
    • Tax Efficiency
      • Lipper Leader Tax Efficiency Overall
      • Lipper Leader Tax Efficiency 3 Year
      • Lipper Leader Tax Efficiency 5 Year
      • Lipper Leader Tax Efficiency 10 Year
    • Expense
      • Lipper Leader Expense Overall
      • Lipper Leader Expense 3 Year
      • Lipper Leader Expense 5 Year
      • Lipper Leader Expense 10 Year
  • Ranking
    • Quintile Rank
      • Quintile Rank 1 Month
      • Quintile Rank 3 Month
      • Quintile Rank QTD
      • Quintile Rank 6 Month
      • Quintile Rank YTD
      • Quintile Rank 1 Year
      • Quintile Rank 3 Year
      • Quintile Rank 5 Year
      • Quintile Rank 10 Year
    • Percent Rank
      • Percent Rank 1 Month
      • Percent Rank 3 Month
      • Percent Rank QTD
      • Percent Rank 6 Month
      • Percent Rank YTD
      • Percent Rank 1 Year
      • Percent Rank 3 Year
      • Percent Rank 5 Year
      • Percent Rank 10 Year
  • Risk Measures
    • Alpha
    • Beta
    • R Squared
    • Standard Deviation
    • Sharpe
  • Investment
    • Initial Min Investment
    • Initial Min IRA Investment
    • Next Min Investment
    • Next Min IRA Investment
  • Distributions
    • Dividend Frequency
    • Dividend Amount
    • Capital Gain
    • Yield 12 Month
  • Holdings
    • Dividend Frequency
    • % Commercial Services
    • % Communications
    • % Consumer Durables
    • % Consumer Non-Durables
    • % Consumer Services