matjone Posted July 12, 2013 Share Posted July 12, 2013 I sometimes make switches in my retirement accounts based on valuation mutliples for the different fund options. So far all I've been able to find is multiples based on forward looking data. Is there any resource out there that provides this info using current data? Another related question - how do they even compute these ratios, given that most of the reports I've seen for mutual funds don't even list all their holdings? The ones I am looking at list about half of their holdings by name, with the rest listed under "other". Link to comment Share on other sites More sharing options...
Guest Posted July 12, 2013 Share Posted July 12, 2013 any specific fund you're looking for? Link to comment Share on other sites More sharing options...
Packer16 Posted July 12, 2013 Share Posted July 12, 2013 Morningstar should have that data. Packer Link to comment Share on other sites More sharing options...
Guest Posted July 12, 2013 Share Posted July 12, 2013 Does this help? http://portfolios.morningstar.com/fund/summary?t=FCNTX®ion=USA&culture=en-us Link to comment Share on other sites More sharing options...
matjone Posted July 14, 2013 Author Share Posted July 14, 2013 Thanks for the replies. The fund I am looking at now is RERFX. I usually look at morningstar for this kind of thing, but their valuation ratios are based on forward looking estimates. Link to comment Share on other sites More sharing options...
Packer16 Posted July 14, 2013 Share Posted July 14, 2013 Given the international nature of the fund you are looking at I am not sure earnings is the metric you would want to look at due to accounting differences of what is in the earnings number. A cash flow multiple may be more helpful. And I am not sure what the FN in the Morningstar data means (forward looking based upon historical data). Packer Link to comment Share on other sites More sharing options...
Guest Posted July 14, 2013 Share Posted July 14, 2013 mat, it's doubtful that it might be here but it's worth a shot. http://www.mutualfundobserver.com/resources/falcons_eye/ If you type in the symbol, it'll give you a variety of different sites with resources. hope that helps! Link to comment Share on other sites More sharing options...
matjone Posted July 14, 2013 Author Share Posted July 14, 2013 Yeah, I actually look more at the p/b than anything. I more or less run my 401k according to the old ben graham rules for defensive investors, or at least as close as I can come to it given the restrictions. I am really limited on what I can do in the plan, and I could complain about 401k plans and tax rules for several paragraphs, but that is a whole other thread. Thanks for the link to that site, stahleyp. I don't know if it will have what I am looking for but it looks like it will be a useful resource nonetheless. Link to comment Share on other sites More sharing options...
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