Analysis Tools Powered By Morningstar

Go beyond ratings with our new suite of integrated analysis tools

Fund vs. Fund   

  • Compare two funds in a powerful side-by-side format
  • Examine performance, portfolio, and operations data
  • View results online or create and print report for client use

Portfolio Analysis   

  • Identify portfolio weaknesses and strengths
  • Analyze risk, exposure, and underlying holdings
  • Test how changes in the investments lineup affect a portfolio

Portfolio Comparison   

  • Present current and proposed portfolios in a powerful side-by-side comparison
  • Evaluate style, sector, and returns across each portfolio