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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

Please consider the charges, risks, expenses and investment objectives carefully before investing. Please see a prospectus, or if available, a summary prospectus containing this and other information. Read it carefully before you invest or send money.

All examples provided in the tools intended for illustrative purposes only.

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Past performance is no guarantee of future results. There is no assurance that the investment process will consistently lead to successful investing.

Mutual fund investing involves market risk; principal loss is possible. Equity and fixed income securities are subject to various risks including, but not limited to, market risk, credit risk and interest rate risk. Bond prices generally move in the opposite direction of interest rates, thus a fund's share price may decline as the prices of bonds adjust to a rise in interest rates.

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