Winner - Appy Awards 2017
Evaluate more than 30,000 funds, ETFs, and indexes, using over 80 performance and risk metrics, and compare funds and portfolios directly from your desktop or tablet.
Use the all-new fund explorer feature and find similar funds based on the same share class and Morningstar category.
Diversifying by market cap, geography, or investment style may not be enough.
The traditional model for building a diversified portfolio may not be adequate in today's market. Adding small-cap stocks to a large-cap portfolio, combining growth stocks with value stocks, or even supplementing a U.S.-focused fund mix with international or emerging-market equities may not create the level of diversification desired. The reason: high correlations across markets and investment styles over the past several years.
Use FundVisualizer to compare the correlation between two portfolios and fund-to-fund correlation to uncover hidden portfolio risk.
Use the compare feature to create two portfolios and then model accumulation or withdrawal outcomes by entering custom dollar amounts for periodic contributions or withdrawals.
Copy and paste, drag and drop, or browse and upload all your fund tickers and portfolio allocations from a spreadsheet to save for easy comparisons later.
Research the returns of different allocation models across a variety of historical market conditions to see the impact of tweaks to your clients' portfolio mixes.
Generate individual and custom portfolio comparisons, build a personal chart library, and save to keep your research organized.