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.
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
iBond Ladder Tool icon NEW! iBond Ladder Tool Create customized bond ladders with iBonds ETFs and export your customized portfolio in a client-approved PDF.
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 and Planning Tools
Thumb: iRetire by BlackRock 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. View a Sample Report
College Center Planning Thumb NEW! 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.
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 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.
Retirement Income Planner icon Retirement Income Planner Explore how different portfolio withdrawal strategies impact your clients' ability to support their income needs in retirement (using either Monte Carlo or Historical data). 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.
Thumbnail: Define Your Retirement Define Your Retirement With BlackRock's tool, you can visualize your future — empowering you with the information you need to plan how to pay for it.

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.

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