FundVisualizer is an advisor-only tool that provides intuitive controls and engaging visuals that simplify your research. Use the fund explorer to discover new investment opportunities for your clients.
Fund explorer returns the top 20 similar funds based on your reference fund’s share class and Morningstar category. The initial results are sorted by performance – five year. Use the drop down menu at the top to change the sort results, or narrow down the current results by adding filters.
Easily add funds to compare right from the results screen.
Putnam Retail Management.