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Discover the smart, powerful screener for over 30,000 mutual funds, ETFs, and custom portfolios across risk and performance metrics.
Mar 29, 2024 · U.S. equity funds like SSAQX and PBFDX are among the best-performing mutual funds of the last 5 years. Managing your portfolio also means managing your expectations, and you should expect...
Morningstar Performance Rating Overallis. ★★★★★. Price (Intraday) greater than. Add another filter. Estimated results. 0. Find Mutual Funds. Save Filters. Sign in to save your screener....
Use FundVisualizer to compare funds across more than 80 different performance and risk metrics. Once you have selected funds for comparison, choose an interactive chart that helps tell the story that meaningful information for your clients. To create a comparison chart, enter the funds’ names or tickers, then click Create to see chart options.
Compare funds across more than 80 different performance and risk metrics. Build interactive charts, create PDFs for clients, and save all your research to use later. Upload a list of key funds or a portfolio
Compare mutual funds and ETFs. Select up to five mutual funds or ETFs to compare. Mutual fund. ETF. Fund family. Name.
Performance. Morningstar Ratings. Portfolio. Custom. Click on the fund symbol for quarterly standardized returns and detailed fund expenses. Performance quoted is past performance and is no guarantee of future results. Current performance may be lower or higher.
