Mutual Funds and ETFs are similar investments that allow you to invest in a basket of stocks or bonds. These can be further classified into categories but for now we will just describe passive and active investments. Passive funds (also known as index funds because they track a known market index like the Dow or S&P 500) generally are much lower cost, have much lower trading or turnover and are generally pretty tax efficient. Contrary to passive funds, active funds charge a higher fee in the believe that they can outperform a passive index. There is much research that shows that over the long term, passive funds win in the end.
Our Mutual Fund/ETF tool allows you to easily add, track and compare from thousands of funds.
To upload a fund simply click the + button and type in the ticker also known as a symbol (you can try SPY which is one of the largest index funds tied to the S&P 500). We will then load the data into the mutual fund table. If you want to focus on a particular fund you can click on the eye icon on the left and that will bring up the fund information in an easily viewable vertical form.
If you want to compare funds side-by-side simply click on the compare tab. Using the search function you can filter on fund types (eg “Gold”, “500”, “Inflation”, “Technology”, will help you find funds related to those sectors). Note that you must first add the fund(s) using the “+Add New Data” button in the main section.
Our fund tool allows you to look at returns (v benchmark), country, industry and company concentrations. In addition, we allow you to look at the duration and credit ratings for fixed income funds. The duration is a measure of risk that is largely a function of the maturity of the underlying investments. A credit rating is a measure of the risk of default of a company. A AAA rating is the best and indicates a near zero risk of default. At the other end Single B, BB and CCC are known as speculative (sometimes call junk) investments with a higher risk of default.
The Mutual Fund & ETF Tool lets you add, track, and compare thousands of mutual funds and ETFs by ticker. It covers both passive (index-tracking) and active funds, and connects automatically with Portfolio Valuation so any funds you hold are highlighted there.
Click the + button and enter a ticker, such as SPY for a major S&P 500 index fund, to load it into the fund table. To compare funds side by side, add the ones you want first, then open the Compare tab; the search function also lets you filter by fund type, such as "Gold" or "Technology."
For each fund you can review returns versus a benchmark, and country, industry, and company concentration. Clicking the eye icon next to a fund opens its details in a vertical, easier-to-scan view.
Duration measures a fixed income fund's sensitivity to interest rate changes, largely driven by the maturity of its underlying holdings. Credit rating measures default risk — AAA is the strongest, while ratings like Single B, BB, and CCC are considered speculative ("junk") with higher default risk.
Portfolio Valuation automatically highlights funds you hold and reflects your fund analysis back in your portfolio view. The Bond Calculator and Portfolio Allocation tool can help round out fixed-income analysis and overall asset-mix decisions.
