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ANALYZE PORTFOLIOS

As a financial advisor, you know that clients today don’t simply want a star
fund or fund manager. Clients look to financial advisors to provide better
risk-adjusted performance that helps them achieve long-term goals.

FundVisualizer enables you to explore funds and to create portfolios that
demonstrate how you are helping clients achieve their goals.


CREATE A PORTFOLIO OF FUNDS

To create a portfolio of funds and ETFs, click Compare and begin entering funds
by name or ticker. Click + to add a fund, ETF, or index to your portfolio.

Once you’ve created your portfolio, FundVisualizer offers a choice of
interactive charts that enable you to analyze funds that make up the portfolio.


VISUALIZE ASSET ALLOCATION ACROSS CLASSES

Create an asset allocation table to illustrate funds’ exposure across different
asset classes. The bubble illustration shows where the assets of each fund are
positioned in stocks and bonds, non-U.S. markets, convertibles, cash, and other
categories.




COMPARE PORTFOLIO FUNDS IN CORRELATION CHARTS

Build a correlation table to analyze portfolios in greater depth. You will be
able to see not only whether the funds are invested in different asset classes,
but also if their performance has low or negative correlation. Combining funds
with low or negative correlation can help to reduce portfolio volatility.




VIEW HISTORIC PERFORMANCE OF FUNDS

Create a mountain chart to visualize periods of historic outperformance and
underperformance by different funds over time. You may choose to view
performance over standard time periods, or use the slider or date range boxes to
focus in on a specific period.




SAVE CHARTS

All of the portfolios can be saved for future reference and additional analysis.




RELATED RESOURCES

Compare mutual funds head-to-head2021 in review: Highlights from a year spent
navigating uncharted territoryAn inflation primer: What clients need to know
about inflationAre supply chain disruptions temporary, or part of a new normal?
5 things you should know about supply chain disruptionsA whole new work world:
What you should know about the pandemic-related labor shortage


RELATED RESOURCES

Compare mutual funds head-to-head2021 in review: Highlights from a year spent
navigating uncharted territoryAn inflation primer: What clients need to know
about inflationAre supply chain disruptions temporary, or part of a new normal?
5 things you should know about supply chain disruptionsA whole new work world:
What you should know about the pandemic-related labor shortage


SEARCH AND COMPARE ANY FUND

Enter fund name or ticker


THINGS TO TRY

Compare mutual funds head-to-head ETF Screener Custom ETF comparison charts

All information presented in this tool is for informational purposes only and is
not intended to be investment advice. The information is not meant to be an
offer to sell or a recommendation to buy any investment product.

Powered by Morningstar.

Morningstar data is shown as of the most recent reporting period by each fund
family. Allocations may not equal 100% and will vary overtime. Assets contained
within “Other” category are not classified by Morningstar. All information
presented in this tool is for informational purposes only and is not intended to
be investment advice. The information is not meant to be an offer to sell or a
recommendation to buy any investment product. Unless otherwise noted,
performance is shown before sales charge. For more fund information, click the
prospectuses button.

All funds involve risk, and you can lose money. See the prospectus for details.
FundVisualizer is an award winning tool that can help you compare mutual funds,
screen ETFs and analyze portfolios. Check out our Site Map to learn more.

Your clients should carefully consider the investment objectives, risks,
charges, and expenses of a fund before investing. For a prospectus, or a summary
prospectus if available, containing this and other information for any fund,
please call Putnam Client Engagement Center at 1-800-354-4000. Your clients
should read the prospectus carefully before investing.

©2011-2023, Putnam Retail Management

Not FDIC insured | May lose value | No bank guarantee