FundVisualizer

The smart, powerful, and free way to analyze your fund recommendations.

New feature! Import fund data from your spreadsheets.

Mutual Fund Screener for Financial Advisors
Nova Awards, Star Awards, MITX

Learn about FundVisualizer

Import fund tickers and data from Excel spreadsheets

You can easily import fund tickers to your commonly used funds list, or create portfolios when you import fund tickers and weighting.

Data import

Model the historical performance of custom-built portfolios

Wondering whether to tweak your clients' portfolio mixes? Research the returns of different allocation models across a variety of historical market conditions.

Portfolio comparison

Analyze funds, ETFs, and custom portfolios using a wide range of risk and performance metrics

Go beyond standardized performance. FundVisualizer lets you compare how different funds and portfolios stack up on your terms, using Sharpe ratios, expenses, Morningstar ratings, and more.

Comparing mutual funds with bar/line charts

Compare more than 11,000 funds and ETFs from across the industry

Explore whether your clients might benefit from a change to their allocations, and how Putnam funds might fit the bill.

Table of mutual funds

Download, print, or e-mail customized client proposals

Sharing proposals with clients is easy. You can download and print the charts you want to share, or e-mail them directly to your clients right from the application.

Table of mutual funds

Save charts in a variety of formats to your personal library

Once you've built your comparisons, you can save them to your personal library for future use.

FundVisualizer can help you compare mutual funds or model portfolios

Powered by Morningstar.

All information presented in this tool is for informational purposes only and is not intended to be investment advice. The information is not meant to be an offer to sell or a recommendation to buy any investment product.

All funds involve risk, and you can lose money. See the prospectus for details.

Your clients should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. For a prospectus, or a summary prospectus if available, containing this and other information for any fund, please call Putnam Dealer Marketing Services at 1-800-354-4000. Your clients should read the prospectus carefully before investing.

For complete fund data and performance as of the most recent calendar quarter-end, click the "Prospectus" button.

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

© 2011-2013, Putnam Retail Management