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Effective URL: https://www.fundvisualizer.com/getting-started/portfolios/
Submission: On December 07 via api from US — Scanned from DE
Effective URL: https://www.fundvisualizer.com/getting-started/portfolios/
Submission: On December 07 via api from US — Scanned from DE
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fundvisualizer.com * Compare * Getting started * Resources * Support Home / getting started 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