Friday, August 22, 2014

Powerful Free Tool From Morningstar

Have you ever used Morningstar's mutual fund comparison tool?  If not, you might want to check it out at  http://screen.morningstar.com/Compare/Fund/FundCompare.html.


With the comparison tool, you can enter the ticker symbols for multiple mutual funds and compare their performance data up to 5 years.


You can also view a relative risk comparison and tax information.


Lastly, you can view the "Nuts and Bolts" screen, which shows front/back end loads, fund manager's name and tenure information, cost index (operating costs).


To get started, go to http://screen.morningstar.com/Compare/Fund/FundCompare.html.  If you don't already have an account at Morningstar, you'll need to create a free account in order to access the tool.

Give it a try and let me know what you think.  I hope this is helpful to you!


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