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FundVisualizer - Fund Screener

Mutual fund comparison tool for financial advisors who want to analyze and compare over 30,000 load, no-load mutual funds, and exchange-traded funds (ETFs), along with over 2,500 indexes

Mutual fund comparison tool for financial advisors who want to analyze and compare over 30,000 load, no-load mutual funds, and exchange-traded funds (ETFs), along with over 2,500 indexes

FundVisualizer - Fund Screener

by Putnam Investments LLC.
FundVisualizer - Fund Screener
FundVisualizer - Fund Screener
FundVisualizer - Fund Screener

What is it about?

Mutual fund comparison tool for financial advisors who want to analyze and compare over 30,000 load, no-load mutual funds, and exchange-traded funds (ETFs), along with over 2,500 indexes. Use this free portfolio analysis tool today, or learn more at http://www.putnam.com/fundvisualizer/.

FundVisualizer - Fund Screener

App Details

Version
9.0.0
Rating
(12)
Size
11Mb
Genre
Finance Productivity
Last updated
February 26, 2022
Release date
June 16, 2012
More info

App Screenshots

FundVisualizer - Fund Screener screenshot-0
FundVisualizer - Fund Screener screenshot-1
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FundVisualizer - Fund Screener screenshot-4

App Store Description

Mutual fund comparison tool for financial advisors who want to analyze and compare over 30,000 load, no-load mutual funds, and exchange-traded funds (ETFs), along with over 2,500 indexes. Use this free portfolio analysis tool today, or learn more at http://www.putnam.com/fundvisualizer/.

Features multiple charts for fund-to-fund or portfolio comparison:
- Table. Compare over 80 data points for side-by-side comparison.
- Mountain chart. Ability to focus on specific date ranges.
- Bar/line chart. Toggle between and line views, change Y-axis.
- X/Y chart. Three dimensions of comparison: X, Y axis, and dot size. Change what any of those dimensions represent.
- Correlation chart. Assess the risk of high correlations with this chart.
- Sector. Shows details of how fund is represented by sector.
- Asset Allocation. See break-out of fund by asset allocation.
- Top holdings. Tap on a holding to see where it may overlap with other funds.
- Hypotheticals. Enter custom dollar amounts, model periodic contributions or withdrawals.

Try the new Fund Explorer tool and discover new investment opportunities!

Email, print, and share shareholder-approved PDFs with your saved charts.
Import your book of funds and portfolios automatically directly within the tool.

© 1998-2017, Putnam Retail Management

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