Portfolio Construction and Analysis
Mstar Multi Fund Comparison Tool Icon NEW! Morningstar Multi Fund Comparison Tool Side-by-side comparison of up to five ETFs, Mutual Funds and/or Indexes.
Portfolio Hypothetical icon Morningstar Hypothetical Generate a client-approved hypothetical report on a portfolio of ETFs, open-end funds and/or closed-end funds in the Morningstar universe.
Fund Comparison icon Morningstar Fund Comparison Compare a BlackRock or iShares product side-by-side with any open-end fund or ETF in the Morningstar universe. View a Sample Report
Periodic Table icon Periodic Table Create custom market indices charts selecting from over 100 benchmarks/indices. View a Sample Report
MorningStar Portfolio Analysis icon Morningstar Portfolio Analysis Analyze the composition and performance of a portfolio of ETFs, open-end and closed-end funds. View a Sample Report
MorningStar Portfolio Comparison icon Morningstar Portfolio Comparison Compare two portfolios of ETFs, open-end and closed-end funds side-by-side using key elements such as asset allocation, performance, sector weightings, and risk characteristics View a Sample Report
Find a Replacement Fund icon Find a Replacement Fund Use this new Morningstar tool to find a replacement fund.
Investment Detail Tool Morningstar Investment Detail Tool Generate a client approved fact sheet on any ETF, open-end or closed-end fund in the Morningstar universe. View a Sample Report
ETF Analysis Tools
Index Returns Chart icon Index Returns Chart Track the returns of more than 150 worldwide indexes. Compare by asset class, market segement, country and sector and see which iShares ETF is associated to each index.
Historical Returns Tool icon Historical Returns Tool Create a list of funds to compare historical returns for market price, NAV, and index for specific date ranges and frequencies.
Quotes & Charts icon Quotes & Charts View intra-day quotes for any ETF, security or fund. Perform technical analysis and compare multiple securities.
iShares Core Builder iShares Core Builder Get a custom portfolio of iShares ETFs in minutes.
ACI Thumbnail Asset Class Illustrator Quickly model new portfolios and produce client proposals
CC Thumbnail Correlation Calculator Create more diversified portfolios and identify similar investment opportunities
Retirement Tools
CoRI icon CoRI™ Help your clients get an instant estimate of the retirement income their current savings can provide using our simple, 3-step process.
Thumbnail: Retirement Expense Worksheet Retirement Expense Worksheet Use this worksheet to estimate how much income you will need each year, and month, in retirement.
Social Security Benefits Estimator icon Social Security Benefits Estimator Run various collection strategies for your married clients to see which strategy results in the greatest combined lifetime benefits. View a Sample Report
Retirement Income Planner icon Retirement Income Planner Choose from three different outputs to illustrate for you clients whether their assets will support their income and needs in retirement. View a Sample Report
Target Date Edge Evaluator icon Target Date Fund Edge Evaluator Use this comprehensive and objective analysis tool, powered by BlackRock Solutions® analytics, to help you make the right target date fund decision for your plans.

The tool is provided on an "as-is" basis. BlackRock expressly disclaims all warranties, express or implied, statutory or otherwise with respect to the tool (and any results obtained from its use) including, without limitation, all warranties or merchantability, fitness for a particular purpose or use, accuracy, completeness, originality and/or non-infringement. In no event shall BlackRock have any liability for any claims, damages, obligations, liabilities or losses relating to the tool including, without limitation, any liability for any direct, indirect, special, incidental, punitive and/or consequential damages (including loss of profits or principal).

BlackRock is providing access to Morningstar reports as a service to financial professionals. Please note that if you distribute these reports, they must be preceded or accompanied by the appropriate fund prospectuses. The data, analyses and opinions contained in the reports are provided by Morningstar for informational purposes only and do not represent an offer to buy or sell a security. BlackRock does not guarantee the completeness or accuracy of the information and has taken no part in producing these reports. Check with your compliance department on how these reports may be used with clients.

©2014 BlackRock, Inc. All rights reserved. BLACKROCK, BLACKROCK SOLUTIONS, ALADDIN, iSHARES, iBONDS, iSHARES CONNECT, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, CoRI and the CoRI logo are registered and unregistered trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. All other marks are the property of their respective owners.

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