FundVisualizer - Fund Screener

Mutual fund comparison tool for financial advisors who want to analyze and compare over 30,000 load, no-load mutual funds, and exchange-traded funds (ETFs), along with over 2,500 indexes. Use this free portfolio analysis tool today, or learn more at http://www.putnam.com/fundvisualizer/. Features multiple charts for fund-to-fund or portfolio comparison: - Table. Compare over 80 data points for side-by-side comparison. - Mountain chart. Ability to focus on specific date ranges. - Bar/line chart. Toggle between and line views, change Y-axis. - X/Y chart. Three dimensions of comparison: X, Y axis, and dot size. Change what any of those dimensions represent. - Correlation chart. Assess the risk of high correlations with this chart. - Sector. Shows details of how fund is represented by sector. - Asset Allocation. See break-out of fund by asset allocation. - Top holdings. Tap on a holding to see where it may overlap with other funds. - Hypotheticals. Enter custom dollar amounts, model periodic contributions or withdrawals. Try the new Fund Explorer tool and discover new investment opportunities! Email, print, and share shareholder-approved PDFs with your saved charts. Import your book of funds and portfolios automatically directly within the tool. © 1998-2017, Putnam Retail Management