Portfolio Construction & Analysis

Thumb: Morningstar Multi-Fund Comparison Fund
Morningstar Multi Fund Comparison Tool

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

Thumb: Morningstar Hypothetical Tool
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.

Thumb: Morningstar Portfolio Analysis
Morningstar Portfolio Analysis

Analyze the composition and performance of a portfolio of ETFs, open-end and closed-end funds.

View a sample report
Thumb: Morningstar Portfolio Comparison
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.

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Thumb: Find a Replacement Fund
Find a Replacement Fund

Use this new Morningstar tool to find a replacement fund.

Thumb: Morningstar Investment Detail Tool
Morningstar Investment Detail Tool

Tool Generate a client approved fact sheet on any ETF, open-end or closed-end fund in the Morningstar universe.

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Retirement and Planning Tools

Tools: iRetire
iRetire™ by BlackRock

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.

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Tools: College Planning
College Planning Center

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.

Thumb: CoRI
CoRI™

Help your clients get an instant estimate of the retirement income their current savings can provide using our simple, 3-step process.

Thumb: Social Security Benefits Estimator
Updated! Social Security Benefits Estimator

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.

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Thumb: Target Date Fund Edge Evaluator
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.

ETF Analysis Tools

Thumb: iBond Ladder Tool
iBond Ladder Tool

Create customized bond ladders with iBonds ETFs and export your customized portfolio in a client-approved PDF.

Thumb: Index Returns Chart
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.

Report Generator Tool
Report Generator Tool

Create customized reports containing fund data on iShares ETFs.

Thumb: iShares Core Builder
iShares Core Builder

Get a custom portfolio of iShares ETFs in minutes.

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Thumb: Historical Returns Tool
Historical Returns Tool

This tool will be retired in May 2016 please use the Report Generator Tool to run Historical Returns going forward.
Create a list of funds to compare historical returns for market price, NAV, and index for specific date ranges and frequencies.

Thumb: Asset Class Illustrator
Asset Class Illustrator

Quickly model new portfolios and produce client proposals

Thumb: Correlation Calculator
Correlation Calculator

Create more diversified portfolios and identify similar investment opportunities

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.

©2016 BlackRock, Inc. All rights reserved. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, 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.