Latest Version
9.0.0 Safe to install
9.0.0 Safe to install
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)
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