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User Guide

Fund Quickrank

Rank mutual funds by Morningstar Category to browse and compare similar funds. Click here or from the home page, click the Research tab and then Mutual Funds. Scroll to the Tools section on the right side and click Fund Quickrank.

  • Choose a Morningstar Category from the drop-down list to see funds that are similar in investment strategy.
  • Enter a name or ticker in the text field to see a specific fund.
  • Click Search to see the funds that meet your criteria.
  • Click a column heading to rank the display.
  • Select from five different views: Snapshot, Short Term, Performance, Portfolio, or Fees & Details.