What it does
Fund Library is Fundata’s fund-research website for browsing Canadian investment funds, returns and fund details. Public data is free to view, and a free account adds one watchlist. Premium membership provides advanced comparisons, portfolio scenarios and printable reports.
Use Fund Search to narrow the list by keyword, category, fund company or instrument type, then select Apply Filters. Opening a fund shows its dated net asset value per share, return periods, benchmark and category comparisons, and fund details. Missing fields are marked rather than filled with estimates, so one fund's page may contain less information than another's.
Fund Library's three access levels serve different jobs:
| Access | Price | Main tools |
|---|---|---|
| Everyone | Free | Public investment data |
| Member | Free | One watchlist and newsletter |
| Premium Member | $20/month or $200/year | Unlimited watchlists, advanced filtering, fund comparisons, portfolio scenarios and PDF reports |
No account is needed to browse the public fund pages. Sign up with an email address and password to save a watchlist. The registration form also asks you to accept the terms and privacy policy.
Premium portfolio scenarios assign a percentage position to each chosen investment, then combine their allocations. The Portfolio Rebalancer adjusts those hypothetical positions toward a target asset model. That makes it useful for comparing two possible fund mixes before treating either as a real portfolio. Printable reports can cover individual funds, comparisons and scenarios.
The fund and ETF information comes from Fundata. Fund Library is its interactive research service; institutional Data Feeds are a separately delivered product. Fundata's website terms permit informational use and restrict redistribution and systematic extraction.
Strengths
- Public fund pages include benchmark and category comparisons
- A free member account can maintain one watchlist
- Premium scenarios can compare two weighted fund portfolios
Watch out for
- Advanced filtering and printable reports require Premium
- Fund pages can have gaps in holdings or historical fields
- Website data cannot be freely redistributed
Best for
- Canadian investors comparing fund categories and return periods
- Advisors illustrating hypothetical fund allocations
Sources
- Fund Library Home (Oct 27, 2026)
- Fund Library Membership Benefits (Oct 27, 2026)
- Join Fund Library Today (Oct 27, 2026)
- Find Mutual Funds (Oct 27, 2026)
- 10th Street Balanced Fund: Fund Details (Oct 27, 2026)
- Fundata Terms and Conditions (Oct 27, 2026)