Table: Cutting Through The Mutual Fund Jungle
NAME/PHONE COMMENTS/PRICE/FORMAT AAII'S QUARTERLY Screens 900 no-load and low-load funds. MUTUAL FUND UPDATE Good value, but clunky interface. $50/yr. 312 280-0170 for quarterly updates; DOS. FUNDMAP Funds primer lets users estimate financial 800 540-6765 needs in retirement. Oddly, recommends only 21 funds from Schwab's vast OneSource program. $25; Windows. INVESTORS FASTTRACK Active user group on Prodigy online service 800 749-1348 provides nice complement to this timing pro- gram. One month trial: $100; $288/yr.; DOS. MONOCLE Easiest-to-use of timing programs. $149 plus 800 251-3863 $240/yr. for daily electronic updates; disk updates $80/yr. One-month trial: $11; Windows. MORNINGSTAR MUTUAL Rich in detail: CD-ROM version shows FUNDS ONFLOPPY every securities holding for each fund plus 800 876-5005 monthly returns. $95/yr. for quarterly disk updates or $495/yr. on CD-ROM; DOS. MORNINGSTAR Includes much information from firm's PRINCIPIA printed reports. Screening program for 800 876-5005 6,250 funds; $45 trial; Windows. MUTUAL FUND Best screening program; screens 6,600+ EXPERT funds, including money-markets. $95/yr. for 800 237-8400 quarterly updates. $30 trial; Windows/DOS. QUICKEN'S YOUR Blends a weak primer, interactive work- MUTUAL FUND SELECTOR sheets,and pointless video clips. $30 plus 800 624-8742 $40/yr. for quarterly updates; CD-ROM. DATA: BUSINESS WEEK
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