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).
Tools and Calculators
Portfolio Construction & Analysis
Side-by-side comparison of up to five ETFs, Mutual Funds and/or Indexes.
Generate a client-approved hypothetical report on a portfolio of ETFs, open-end funds and/or closed-end funds in the Morningstar universe.
Analyze the composition and performance of a portfolio of ETFs, open-end and closed-end funds.
Create custom market indices charts selecting from over 100 benchmarks/indices.
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.
Use this new Morningstar tool to find a replacement fund.
Tool Generate a client approved fact sheet on any ETF, open-end or closed-end fund in the Morningstar universe.
Retirement and Planning Tools
Introducing iRetire™, a whole new way to help your clients start closing the gap between where they stand today, and the income they really want each year in retirement.
Create a personalized plan for each of your children including a step-by-step guide of important elements to consider and things to do right now in the college planning process.
Help your clients get an instant estimate of the retirement income their current savings can provide using our simple, 3-step process.
Help your married, divorced, widowed and single clients develop a strategy for maximizing their Social Security benefits. Compare benefits from multiple distinct collection strategies to see which strategy results in the highest combined lifetime benefits.
ETF Analysis Tools
Create customized bond ladders with iBonds ETFs and export your customized portfolio in a client-approved PDF.
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.
Create a list of funds to compare historical returns for market price, NAV, and index for specific date ranges and frequencies.
Get a custom portfolio of iShares ETFs in minutes.