FundVisualizer - Mutual Fund Screener for iOS

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Key Details of FundVisualizer - Mutual Fund Screener

Mutual fund comparison tool for financial advisors who want to analyze and compare over 11,000 load, no-load mutual funds, and exchange-traded...
Last updated on June 10, 2016
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Developer’s Description

By Putnam Investments

Mutual fund comparison tool for financial advisors who want to analyze and compare over 11,000 load, no-load mutual funds, and exchange-traded...

Mutual fund comparison tool for financial advisors who want to analyze and compare over 11,000 load, no-load mutual funds, and exchange-traded funds (ETFs), along with over 2,500 indices. Use this free portfolio analysis tool today, or learn more at http://www.putnam.com/fundvisualizer/.Features multiple charts for fund-to-fund or portfolio comparison:- Table. Compare over 65 data points for side-by-side comparison.- Mountain chart. Ability to focus on specific date ranges.- Bar/line chart. Toggle between and line views, change Y-axis.- X/Y chart. Three dimensions of comparison: X, Y axis, and dot size. Change what any of those dimensions represent.- Correlation chart. Assess the risk of high correlations with this chart.- Sector. Shows details of how fund is represented by sector.- Asset Allocation. See break-out of fund by asset allocation.- Top holdings. Tap on a holding to see where it may overlap with other funds.Email, print, and share shareholder-approved PDFs with your saved charts.Import your book of funds and portfolios automatically directly within the tool. 1998-2016, Putnam Retail Management