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 Stock Mutual Funds

Grey House Publishing is proud to announce the 2024 Editions of Weiss Ratings’ Investment Research Guide to Stock Mutual Funds. This quarterly guide is the ideal resource for accurate, unbiased ratings and data to help citizens across the U.S. choose the most profitable stock mutual funds at the most efficacious times.

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. It is a complex subject and 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 Stock Mutual Funds gives investors and consumers independent, unbiased data on which funds to consider and which should be avoided. Updated quarterly, each guide provides a number of ways to locate data on over 20,000 stock mutual funds.

The Investment Research Guide to Stock Mutual Funds is divided into seven 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.

Index of Stock Mutual Funds: This section contains Weiss Investment Ratings, key rating factors, and summary financial data for 20,000 Stock Mutual Funds. Over 30 data points are displayed for each stock, including data on Market, Fund Type, Objective, Overall Rating, Risk Rating, Reward Rating, Total Returns, Dividend & Yield, Expense Ratio, Asset Allocation, Turnover, Bull & Bear Market Total Returns & Fees.

Analysis of 100 Largest Funds: This section gives detailed analysis of the 100 largest open end and closed end stock mutual funds, listed by their asset size to give consumers the most detail and the best options.

Best All-Around Stock Mutual Funds: This section contains all ratings and analysis for Funds requiring a 5,000 or less investment and containing a billion or more in assets. Funds are listed in order of their 1-year return and overall ratings.

Consistent Return BUY Stock Mutual Funds in which mutual funds listed here prioritize a reputation for producing consistent returns.

High Performance Stock Mutual Funds: If your priority is to achieve the highest return, balanced with the amount of risk, these are the top mutual funds with the best financial performance along with their ratings, ratings factors, and financial data.

Low Volatility Stock Mutual Funds: For those who want to invest with minimal risk, these stock mutual funds are the top choices.

BUY Rated Stock Mutual Funds by Category: In this section top, BUY rated stock mutual funds are organized according to category.

The Guide ends with an Appendix containing two sections: an overview about Weiss Ratings Investment Research Guides a Glossary containing the most important terms used throughout the publication

Weiss Ratings’ Investment Research Guide to Stocks presents the most comprehensive, accurate, and independent analyses and ratings of stocks in an accessible format, so users at any level can easily navigate through this incomparable resource. Since the Investment Research Guide is published quarterly, the information and ratings react quickly to changes in the industry, and users can rest assured that all ratings are up to date. Whether the user is just getting started in the stock market, or a seasoned professional looking for sound advice, this Investment Research Guide is the best and only source for unbiased and timely analyses.

View a Full List of Titles from the Financial Ratings Series

Order Single Issues

Winter 23/24: 979-8-89179-038-4

Spring 2024: 979-8-89179-039-1

Summer 2024: 979-8-89179-040-7

Fall 2024: 979-8-89179-041-4

List Price: $279

Pub. Date: April 2024
Softcover: 1100 pages
ISBN: 979-8-89179-039-1
Price: $549
Print Pricing: $279 for a Single Issue | $549 Annual Subscription (4 Issues)