FundVisualizer - Fund Screener 9.0.0

FundVisualizer - Fund Screener 9.0.0

Putnam Investments LLC. – Freeware – iOS
out of 12 votes
Latest Version
9.0.0
Safe to install
EXCELLENT User Rating

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

Overview

FundVisualizer - Fund Screener is a Freeware software in the category Business developed by Putnam Investments LLC..

The latest version of FundVisualizer - Fund Screener is 9.0.0, released on 05/22/2024. It was initially added to our database on 05/22/2024.

FundVisualizer - Fund Screener runs on the following operating systems: iOS.

Users of FundVisualizer - Fund Screener gave it a rating of 5 out of 5 stars.

Pros

  • FundVisualizer provides advanced investment analysis tools to help users find the right funds for their investment goals.
  • The tool offers a wide range of features such as fund screening, comparison, historical performance analysis, and portfolio customization.
  • Users can easily create and save multiple portfolios to track their investments over time.
  • The interface is user-friendly and intuitive, making it easy for users to navigate and utilize the various tools available.
  • FundVisualizer provides detailed fund information including expense ratios, historical returns, top holdings, and performance metrics.
  • The tool allows users to analyze hypothetical scenarios and compare the impact of different investment strategies on their portfolio.

Cons

  • FundVisualizer is specific to Putnam Investments products, limiting the range of funds available for analysis compared to more comprehensive investment platforms.
  • Some users may find the interface overwhelming due to the multitude of features and options available, requiring a learning curve to fully utilize the tool's capabilities.

Screenshots (Click to view larger)

Related products


Financial Advisor Magazine

Financial Advisor Magazine is a professional publication specifically tailored for financial advisors. It is created by a team of highly experienced editors and publishers, ensuring the utmost quality in its content.

MyMutualFund

MyMutualFund: Simplifying Investment Management

Robo Advisor

A reputable independent fiduciary service is offered for making investment decisions across all account levels. This service allows you to connect your Schwab, Fidelity, Vanguard, or Interactive Brokers account.
Secure and free downloads checked by UpdateStar

Stay up-to-date
with UpdateStar freeware.

Latest Reviews

iTop Screen Recorder iTop Screen Recorder
Capture and Record Your Screen Easily with iTop Screen Recorder!
Nero AI Image Upscaler Nero AI Image Upscaler
Revolutionize your image quality with Nero AI Image Upscaler 2022!
Dell SupportAssist Dell SupportAssist
Efficient Tech Support Solution for Dell Users
OpenAL OpenAL
Immerse yourself in high-quality audio with OpenAL by Creative Labs.
Python Python
Efficient coding with Python
Rockstar Games Social Club Rockstar Games Social Club
Connect with fellow gamers and access exclusive content with Rockstar Games Social Club!
UpdateStar Premium Edition UpdateStar Premium Edition
Keeping Your Software Updated Has Never Been Easier with UpdateStar Premium Edition!
Microsoft Visual C++ 2015 Redistributable Package Microsoft Visual C++ 2015 Redistributable Package
Boost your system performance with Microsoft Visual C++ 2015 Redistributable Package!
Microsoft Edge Microsoft Edge
A New Standard in Web Browsing
Google Chrome Google Chrome
Fast and Versatile Web Browser
Microsoft Visual C++ 2010 Redistributable Microsoft Visual C++ 2010 Redistributable
Essential Component for Running Visual C++ Applications
Microsoft Update Health Tools Microsoft Update Health Tools
Microsoft Update Health Tools: Ensure Your System is Always Up-to-Date!

Latest Updates


Free YouTube to MP3 Converter 4.4.29.526

Effortlessly Convert YouTube Videos to MP3 with DVDVideoSoft Limited's Free Converter

Free YouTube Download 4.4.29.526

Effortlessly Download Videos with Free YouTube Download

XMedia Recode 3.6.1.2

Efficient video converter with a wide range of format options.

HDClone 15.0.6.0

Effortless Disk Cloning with HDClone

VeraCrypt 1.26.24

Protect your data with VeraCrypt's strong encryption.