Mutual Fund Research Coming Soon - Fidelity
Mutual Fund Research -- Coming Soon
We will soon be adding a number of new features to the Mutual Fund Screener to help you quickly narrow thousands of fund options to a few that you're looking for. It's the same powerful tool that helps you filter, sort and compare funds but with some important new enhancements. Take a look at what's new.
Mutual Fund Screener
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For Illustrative purposes only 1 Research Funds by Risk ? This new feature employs Morningstar's new "Risk of Category" measure. Moving the
slider left will return funds in lower risk categories; moving the slider right funds in higher risk categories. 2 Improved Ratings, Returns, and Expenses Filters ? These simple, but powerful, new screening filters allow you to
quickly narrow your results against similar funds. For example, by selecting "average expenses", only funds with expenses that are average or below other funds in the category will display. This apple for apples comparison is critical when comparing one fund with one another. The original screening criteria on Star Rating, Performance and Expenses are still available under Advanced Features on the Results page. 3 Quickly See the Number of Matching Funds ? With over 10,000 funds to choose from, it's important to know how many funds match your selection. This can help you decide whether you're ready to launch the screener or if you need to make further adjustments to your criteria.
Screenshot is for illustrative purposes and final design
and/or functionality may be subject to change.
647331.1
Mutual Fund Research -- Coming Soon
We will soon be adding a number of new features to the Mutual Fund Screener to help you quickly narrow thousands of fund options to a few that you're looking for. It's the same powerful tool that helps you filter, sort and compare funds but with some important new enhancements. Take a look at what's new.
Refining Your Search Results
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La rge Growth
Sto ck Fund
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La rge Cap Grow th
Po rtfolio
For Illustrative purposes only
1 Comprehensive Filter Options ? When you launch the evaluator, you can still filter and refine your search using all the same criteria you saw on the previous page. Plus, you'll have the ability to add criteria around volatility, fund management, and the fund's income characteristics.
2 Easy-to-Read Search Criteria ? All of your selected criteria will be displayed at the top of your search results, to help you keep track of what you're evaluating. Removing criteria is easy -- just click the "X" and your search will refresh itself automatically.
3 More Fund Information ? We've added new tabs to the search results, providing more details that give a clearer picture of each fund. You can compare funds by risk potential, Morningstar ranking, management detail, fee information, and income characteristics.
4 Compare the Performance of up to Five Funds ? Select the checkboxes of up to five funds and click the "Compare" button to launch a chart and table for side-by-side comparison.
5 Access to Advanced Filtering ? If you're looking to filter your results with greater precision, the Morningstar Ratings, Returns, and Expenses filters provide advanced options that give you additional control over those criteria. Switching will make these advanced options your default view, but you can always switch back to the basic options.
Screenshot is for illustrative purposes and final design
and/or functionality may be subject to change.
647331.1
Mutual Fund Research -- Coming Soon
We will soon be adding a number of new features to the Mutual Fund Screener to help you quickly narrow thousands of fund options to a few that you're looking for. It's the same powerful tool that helps you filter, sort and compare funds but with some important new enhancements. Take a look at what's new.
Compare funds
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La rge Blend Fu nd La rge Growth F und La rge Growth F und
4
For Illustrative purposes only
La rge Blend
Fu nd
La rge Growth
Fu nd
La rge Growth
Fu nd
For Illustrative purposes only
1 Chart the Performance of up to Five Funds ? chart and table show how performance details compare side-by-side.
2 Chart Funds Against Industry Benchmarks ? Chart includes the ability to add and compare well known market benchmarks including the S&P 500? , Russel 2000, MSCI EAFE, and Barclays Aggregate Index.
3 Compare Ratings, Returns, Expenses, and Risk ? All the vital details for each fund are presented in a simple table that allows you to easily compare and contrast your selections.
4 Get Additional Fund Details ? As on the results page, additional fund details are just a few clicks away, with tabs that provide expanded data for risk, Morningstar rankings, management details, fee information and income
characteristics.
Screenshot is for illustrative purposes and final design
and/or functionality may be subject to change.
647331.1
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