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Portfolio Analysis is a powerful tool that allows you to uncover your portfolio’s aggregate characteristics—all based on the underlying securities in the investments you own. Use this tool to analyze your portfolio’s risk, exposure to different investment sectors and styles, top holdings in individual stocks, and overall strengths and weaknesses.
Multiple Fund Comparison allows you to compare and contrast the performance, portfolio, operations, and risk factors of up to five securities. Use the Multiple Fund Comparison to contrast a recommended fund with a fund in a current portfolio or to find the best option within a group of similar funds.
The Hypothetical Investment Growth Chart allows you to view a fund’s historical performance in relation to a benchmark or alternate investment. Use this tool to perform in-depth research on a particular fund without leaving the Products section of the site, allowing you to find the information needed to make investment decisions without interruption.
Find Similar Funds is a powerful tool that allows you to analyze competing products or to find replacements for existing holdings. The process is simple: enter an open-end mutual fund or exchange-traded fund as the target security.
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