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Seeing which funds rank higher than yours "in a category"

DAK
in Fund Discussions
Smartmoney used to have a page where you could put a mutual fund in and it will show you how that fund ranks according to peers AND which funds in that category rank #1 through #10. So you may see your fund ranks #144 but it will show show who is # 1, 2, 3 etc. in the same category. I really loved to be able see that and Smartmoney no longer has it. Then Wall Street Journal had one and now that one is gone. Anyone know where to find one?

Comments

  • TedTed
    @DAK: This is the best I could come up with. M* Mutual Fund Finder From Yahoo
    Regards,
    Ted
    1. Click On Category Or
    2. Click On Fund Family
    3. Funds listed in order of total return 3mo.-YTD-3Yr.-5Yr. As of 12/31/14
    4. M* Rating Returns As Of 1/31/15
    http://finance.yahoo.com/funds/lists/?mod_id=mediaquotesmutualfunds&scol=nav3m&stype=desc&rcnt=50&tab=tab1&cat=$FOCA$SH$$

    U.S. News & World Report also ranks funds by various categories
    http://money.usnews.com/funds/mutual-funds?int=9c0d08
  • [Deleted User]
    edited March 2015
    The user and all related content has been deleted.
  • LLJB
    Its possible to do with M*'s premium fund screener and its also possible with the free screener although you get a lot of duplicates due to different share classes of the same fund. I think you have to register as a free user to get there but once you do then you go to their Funds page, click Screeners and choose Basic Screener. You will have the option to choose various criteria and then when you get the results if you choose the Performance view you can sort on any of the columns to see what the top 200 funds are for that time period with the obvious drawback that quite a few of them will likely be the duplicates I mentioned.
  • catch22catch22
    Hi @Maurice
    Yes, the wonderfully simple and easy to read Bloomberg fund ranking category page. That tool went bye-bye about 4-5 years ago. I used to link that page, and its listings results quite a bit at FundAlarm.
    I did query Bloomberg about that tool, noting that is the best available for ease of use.....the quick view. I did not have a reply to my question of why the tool was pulled.
    I have not found anything else to replace it; at least to the point of being so easy to use with very readable listings.
    Too bad for us.
    Regards,
    Catch
  • 00BY
    Fidelity had gotten better and will recommend three to five funds with better returns that are available at fido when you search for a fund. They are not ranked, but are sorted by the three year returns. See the similar funds on the right hand side of the page.
    https://fundresearch.fidelity.com/mutual-funds/summary/573012507?type=o-NavBar#

    Us news will list the top four funds on the category when you search for a fund on their site.
    http://money.usnews.com/funds/mutual-funds/large-growth/marsico-flexible-capital-fund/mfcfx

    Fund mojo lists three others in the category to compare a fund to.
    http://www.fundmojo.com/mutualfund/fund_report/mutualfund/MFCFX

    US news sounds closest to what you are looking for and it's the site that @Ted often references.

  • [Deleted User]
    The user and all related content has been deleted.
  • catch22catch22
    @Maurice
    As I noted prior, I have not found any site that was as easy and complete as the category ranking that did exist at Bloomberg.
    I agree, the Fido site for similar funds is very elementary.
  • DAK
    Thank you all for the replies. I found an interesting site. It doesn't rank my fund against others as I wanted but it does show the top funds in a category for either 1, 3, 5, 10 or 20 years.
    http://www.kiplinger.com/tool/investing/T041-S001-top-performing-mutual-funds/index.php

  • msf
    All these posts and not a single complaint about how pointless it is to compare with funds in the same Morningstar category - so many funds grouped incorrectly. What's wrong you people:-)

    Every source mentioned - Fidelity, US News, Kiplinger, Yahoo is using M* categories, and I think M* data. So go the source, that ironically enough posts more current figures (YTD through today, at least allegedly).

    Here are all the M* categories: http://news.morningstar.com/fund-category-returns/
    Click on the category containing your fund, and sort by YTD, 3 month, 1 year, 3 year, and 5 year performance.

    Regarding Bloomberg fund quotes, try here:
    http://www.bloomberg.com/markets/world/
    (enter ticker in the quote box)

  • DAK
    Nice link!! I really like this Morningstar link! You can click on a category and see all of the funds and sort them. Can't thank you enough for posting!!
  • catch22catch22
    @DAK
    I didn't previously link M*, as this has been linked often here before. Presumption that you had already used this sort page. For a bit more ease with this and sorting; keep in mind that with a category list opened for say "high yield bond", you may use the search feature of your brower (control-F keys for MS) and type in the ticker of a fund to highlight its location in the rankings. Also that the list will contain most, if not all of the classes for a particular fund.
    My bad for previous assistance.
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