Mutual Fund Summary
The Mutual Fund Summary page provides detailed performance data and analysis from a variety of sources. To access the Mutual Fund Summary page, hover over Quotes & Research and click Mutual Funds under the Research heading, and then enter a mutual fund symbol in the field provided. Enter a symbol into the Detailed Quote box in the top-right corner of your screen to access the Mutual Fund Summary page from another area of your account.
A growth chart for the mutual fund you entered displays how a $10,000 investment made in the fund at its inception date would have performed. The inception date is listed in the chart title, and fund performance is charted in green. The same investment is charted for the fund's category performance (in blue) and the S&P 500 (in orange) for a quick comparison. The fund's strategy breakdown is listed below the chart.
Trailing total return performance for one month, 1 year, 5 years, 10 years and year-to-date and the top five equities held by the fund are shown below the growth chart.
Find a detailed quote, an analyst report, Morningstar RatingTM and Morningstar Style BoxTM information on the right column of the Mutual Fund Summary page. At the bottom of the right column, search for other mutual funds with similar characteristics using the criterion provided.
Investors should consider the investment objectives, risks, charges, and expenses of mutual funds carefully before investing. A prospectus contains this and other information about the fund and is available through www.scottrade.com or through a Scottrade® branch office. The prospectus should be read carefully before investing.
The tools described in this article are for information purposes only and their use does not guarantee a profit. None of the information provided should be considered a recommendation or solicitation to invest in, or liquidate, a particular security or type of security. Investors should fully research any security before making an investment decision.