Mutual-fund performance data
mutualfunds.RdData on mutual funds categorized as "Large Blend Equity" funds by Morningstar, limited to funds in existence for more than 10 years. Data captured 2/28/2023.
Format
mutualfunds
A data frame with 208 rows and 11 columns:
- name
Name of mutual fund
- fund_age
Age of fund (in years)
- expense_ratio
Expense ratio (net)
- aum
Assets under management (in millions of dollars)
- min_investment
Minimum investment level (in dollars)
- load
Y if fund has a load (sales charge or fee), N if not
- manager_tenure
Tenure of current fund manager (in years)
- return_1yr
One-year annualized return
- return_3yr
Three-year annualized return
- return_5yr
Five-year annualized return
- return_10yr
Ten-year annualized return