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Mutual fund portfolio results?
Where on the internet can i set up portfolio of funds that not only gives me daily NAV, but also gives me updated ytd results? for free, of course. morningstar will email you nav, but not ytd. other free services that have ytd you have to look up one by one. I'm looking for something that gives me ongoing info of both
morningstar doesn't give you both in the free portfolio you can set up. i don't want to go fund by fund as that takes you too long.
2 Answers
- 1 decade agoFavorite Answer
Look more closely--Morningstar DOES give you both. Click on the "My View" tab in the Portfolio Manager, then "Customize My View." You can choose to display all kinds of crap, including YTD return, 3 month return, 1 week return, etc. And you get two different "My View" tabs, so you can switch back and forth between different data of your choosing.
- Anonymous1 decade ago
Morningstar does give you both.