FundVisualizer - Fund Screener 9.0.0

Putnam Investments LLC. – Freeware – iOS
out of 12 votes

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Mutual fund comparison tool designed for financial advisors seeking to analyze and compare a vast selection of over 30,000 load, no-load mutual funds, and exchange-traded funds (ETFs), in addition to more than 2,500 indexes. Utilize this complimentary portfolio analysis tool today or gain further insights at <a href="http://www.putnam.com/fundvisualizer/">www.putnam.com/fundvisualizer</a>.

Key features include:
<ul>
<li>Table: Compare over 80 data points for a comprehensive side-by-side analysis.</li>
<li>Mountain chart: Focus on specific date ranges accurately.</li>
<li>Bar/line chart: Easily toggle between bar and line views and customize the Y-axis as needed.</li>
<li>X/Y chart: Three-dimensional comparison with the ability to adjust what each dimension represents.</li>
<li>Correlation chart: Evaluate high correlation risks efficiently.</li>
<li>Sector breakdown: Gain insights into the fund's sector representation details.</li>
<li>Asset allocation overview: Visualize the fund's asset allocation breakdown.</li>
<li>Top holdings insight: Explore individual holdings to identify potential overlaps with other funds.</li>
<li>Hypothetical scenarios: Input custom dollar amounts and model periodic contributions or withdrawals.</li>
</ul>

Explore the new Fund Explorer tool to uncover fresh investment opportunities!

Email, print, and share shareholder-approved PDFs featuring your saved charts effortlessly. Additionally, automatically import your portfolio of funds directly into the tool.

&copy; 1998-2017, Putnam Retail Management

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Latest Version
9.0.0

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