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
概述
FundVisualizer - Fund Screener 是在由Putnam Investments LLC.开发类别 Business Freeware 软件。
最新版本是 FundVisualizer - Fund Screener 的 9.0.0 2024/05/22 上释放。 它最初被添加到我们的数据库 2024/05/22 上。
FundVisualizer - Fund Screener 在下列操作系统上运行: iOS。
用户 FundVisualizer - Fund Screener 5 个 5 星的评分,给了它。
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