How to Research a Mutual Fund

How to Research a Mutual Fund (Video) – How to Screen Mutual Funds

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Mutual Funds can be a challenge to understand and research simply because there are so many. How to Research a Mutual Fund is a short video that will provide you with seven key variables to use to initially evaluate a mutual fund.  This video uses the Dividend Growth Fund (PRDGX) managed by T. Rowe Price as the mutual fund to screen. 

The process of evaluating mutual funds down to a select few is called screening. In this video, I will show you how to screen mutual funds based on:

  1. The mutual fund’s NAV – Net Asset Value
  2. Morningstar Rating
  3. Inception Date
  4. Rate of Return
  5. Expense Ratio
  6. Load
  7. Minimum requirements to invest in the mutual fund.


Note: all brokerage firms will have some type of mutual fund screener that will allow you to evaluate funds. T. Rowe Price is being used in this video only as an example.


YouTube Video Use this icon, in the lower right-hand corner of the video screen to adjust your video quality to 720p HD to get the best video quality. Then view in full screen.





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Kevin is the owner of FTP and the author of the personal finance book series Filling The Pig. He uses his past successes and failures with debt, saving cash, investing and running home-based businesses to educate others about successful money managment and Creating a Lifestyle of Opportunities.

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