FundVisualizer - Fund Screener 9.0.0

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 www.putnam.com/fundvisualizer.

Key features include:

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

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.

© 1998-2017, Putnam Retail Management