New Online Database Platform

Financial Ratings Series Online combines the strength of Weiss Ratings to offer the library community with a single source for financial strength ratings and financial planning tools covering Banks, Insurers, Mutual Funds and Stocks. This powerful database will provide the accurate, independent information your patrons need to make INFORMED DECISIONS about their financial planning.

Call (800) 562-2139 to get a 30-Day Demo of the new Online Database!

Weiss Ratings' Investment Research Guide to Bond & Money Market Mutual Funds

With investing such a complex subject and the enormous popularity of mutual funds as a simple way to enter the markets, it is no surprise that consumers need assistance. Consumers want unbiased, independent guidance in helping them find a path to investing that is focused on their needs. Weiss Ratings Investment Research Guide to Bond & Money Market Mutual Funds gives investors and consumers independent, unbiased data on which Bond and Money Market Mutual Funds to consider and which should be avoided. Updated quarterly, each guide provides a number of ways to locate data on over 8,000 mutual funds.

The Investment Research Guide to Stock Mutual Funds is divided into six main sections, preceded by an introductory section and followed by a thorough Appendix. Weiss’ complete letter-grade rubric is detailed within the introduction—an easily accessible reference for users researching companies in this Investment Research Guide.

The introductory section begins by welcoming the user and laying out the mission statement, followed by a “How To Use This Guide” orientation to the book. The final components of this section are an explanation of the Financial Strength Ratings used in the book and a page of important warnings and cautions for the user to take into account when evaluating stock mutual funds.

This edition includes:

  • Three letter-grade ratings for each fund to illustrate the fund's overall rating, performance rating and risk rating to provide an overall picture of the fund's risk-adjusted performance
  • Index of Bond & Money Market Mutual Funds - charts the fund's letter-grade ratings, fund type, ticker symbol, return totals and percentages, dividend yields, expense rations, net assets, portfolio turnover rates, average coupon rates, initial purchase minimums and more
  • Top & Bottom 200 Bond Mutual Funds, and 100 Best & Worst Funds based on performance and risk
  • Available in print and online database formats

The Guide ends with an Appendix containing three sections: an overview about Weiss Ratings Investment Research Guides, a List of Providers and a Glossary containing the most important terms used throughout the publication.

This handy guide gives user-friendly, objective evaluations that make it easy to compare one fund to another and direct users to the right fund based on their level of risk tolerance. This important resource will be useful to both the investing novice or seasoned professional, and will be a must for public libraries of all sizes.

View a Full List of Titles from the Financial Ratings Series

Order Single Issues

Winter 23/24: 979-8-89179-030-8

Spring 2024: 979-8-89179-031-5

Summer 2024: 979-8-89179-032-2

Fall 2024: 979-8-89179-033-9

List Price: $279

Pub. Date: April 2024
Softcover: 500 pages
ISBN: 979-8-89179-031-5
Price: $549
Print Pricing: $279 for a Single Issue | $549 Annual Subscription (4 Issues)