Download FundVisualizer®

On your iPad
App Store
Now playing: Overview
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Now playing: Compare funds
All videos Previous Next: Create hypotheticals
Now playing: Create hypotheticals
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Now playing: Explore
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Now playing: PDF Creator
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Now playing: Import
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Explore the core features of FundVisualizer
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Try FundVisualizer now. Launch tool
Video highlights Launch FundVisualizer
  • 0:02 Enter fund name or ticker
  • 0:07 Click “i” for additional fund information
  • 0:11 Select an interactive chart
Video highlights Launch FundVisualizer
  • 0:06 Create portfolios with allocations
  • 0:11 Select Hypotheticals chart
  • 0:14 Edit available assumptions
Video highlights Launch FundVisualizer
  • 0:05 Enter fund name or ticker,   tool returns top 20 performing funds in same share class and Morningstar category; or
  • 0:15 Enter a Morningstar category,   tool returns top 20 performing funds in same Morningstar category, defaulted to Y-share class
  • 0:20 Use filters   to narrow search results
Video highlights Launch FundVisualizer
  • Add saved charts to PDF creator
  • Create custom cover sheet with client’s contact information
  • Print or email PDF
Video highlights Launch FundVisualizer
  • 0:02 Browse computer to upload a spreadsheet;  or
  • 0:05 Copy and paste spreadsheet data into tool
  • 0:09 Data will update automatically