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User Guide

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Similar Funds

Similar Funds helps you find funds like others based on portfolio composition and performance. 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 Similar Funds.

  • Enter the name or ticker of a fund, then click the Go button to generate a list of funds to compare across three similarity dimensions—overall, performance and portfolio—plus a supporting list of performance, risk and expense data.
  • In the results screen, you can select funds and click on Actions button that gives you the option to go to Fund Compare, Export to Portfolio or to go to Fund Analysis (premium feature)