Show 

Compare Funds

Use Compare Funds to compare one target fund to up to ten other funds. The Compare Funds view will display Shared Stock %, Shared Sector %, and the Style Similarity Score.

To compare funds:

  1. In the left navigation pane, click Research.

  2. In the left-hand column, click Open End Funds. The Open End Funds area opens.

  3. Double-click United States Mutual Funds to open the universe. The mutual fund universe opens.

  4. From the Tools menu, point to Compare, then click Compare Funds. The Select Target Fund dialog box appears.

  5. Select the target fund using name or ticker.

  6. Click OK. The Select up to 10 Funds dialog box opens.

  7. Select up to 10 funds.

  8. Click OK. The Compare Funds view opens with Shared Stock %, Shared Sector %, and Style Similarity Score displayed.

 

Tip: You can create a Fund vs. Fund report from this screen. Select two funds. From the Action menu, point to Reports, then click Fund vs. Fund.