Part I: Basics • Simfund Mutual Fund Database Overview • Database Summary • Simfund How-to Guide - Old vs. New • Simfund Quick Start Guide • The General Process: Building a Query
Part II: Special Features • Saving Your Work • Batch Jobs: Automating Your Work • Lists: Peer Groups and Other Criteria • Fee and Expense Analysis Guidelines
Part III: Guide Tutorial/Basics • Lesson 1 - Analyze Monthly Net Flows and Assets by Manager • Lesson 2 - Equity Funds Assets and Flows by Morningstar Category • Lesson 3 - Industry Detailed Expense by Distribution Channel • Lesson 4 - Equity Index Funds Performance
Part IV: Guide Tutorial/Advanced • Lesson 1 - Identify Direct Channel Managers' Market Share of Assets • Lesson 2 - Ranking the Top Selling Funds • Lesson 3 - Analyzing Fee & Expense for Direct Domestic Equity Funds
