Tools and Calculators

     

Portfolio Construction & Analysis

Thumb: Morningstar Portfolio Analysis
Morningstar Portfolio Analysis

Analyze the composition and performance of a portfolio of ETFs, mutual funds and stocks.

Thumb: Morningstar Portfolio Comparison
Morningstar Portfolio Comparison

Compare two portfolios of ETFs, mutual funds and stocks side-by-side using key elements such as asset allocation, performance, sector weightings, and risk characteristics.

Thumb: Morningstar Multiple Fund Comparison
Morningstar Multiple Fund Comparison

Side-by-side comparison of up to five ETFs, Mutual Funds and/or Indexes.

     

ETF Analysis Tools

Thumb: iShares Core Builder
iShares Core Builder

Get a custom portfolio of iShares Core ETFs in minutes.

Thumb: Fixed Income Portfolio Builder
Fixed Income Portfolio Builder

Create and analyze a fixed income portfolio using ETFs.

     

Retirement and Planning Tools

Thumb: Retirement Income Calculator
Retirement Income Calculator

Use this calculator to find out how much your client will need to save for retirement.