Download FundVisualizer®

On your iPad
App Store
FundVisualizer interactive demo video

Click “Get started” to learn about FundVisualizer’s key features.

Compare funds head-to-head:

  • Start with fund name or ticker
  • Click “i” for additional fund information
  • Select an interactive chart

Create and compare hypothetical portfolios:

  • Create portfolios with allocations
  • Select Hypotheticals chart
  • Edit available assumptions

Discover investment opportunities:

  • Enter fund name or ticker, tool returns top 20 performing funds in same share class and Morningstar category; or
  • Enter a Morningstar category, tool returns top 20 performing funds in same Morningstar category, defaulted to Y-share class
  • Use filters to narrow search results

Share directly with clients:

  • Add saved charts to PDF creator
  • Create custom cover sheet with client’s contact information
  • Print or email PDF

Import your fund matrix:

  • Browse computer to upload a spreadsheet; or
  • Copy and paste spreadsheet data into tool
  • System will verify tickers
  • Data will update automatically

Get started now with FundVisualizer.

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