*For financial professionals only
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.
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.
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.
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 customized reports containing fund data on iShares ETFs.
Get a custom portfolio of iShares ETFs in minutes.
This tool is retired please use the Report Generator Tool for Historical Returns Data.
Quickly model new portfolios and produce client proposals.
Create more diversified portfolios and identify similar investment opportunities.
Use this interactive tool to see how different types of factors have performed through economic cycles, market shocks and any other time period since 2000.