Asset Management Firms
Retirement Plan Providers
Retirement Plan Sponsors
Flexible investment research and portfolio management software.
Indicates benefits of long-term investing by highlighting the volatility of short-term movements in security returns and contrasting them with the relative stability of longer-term movements. Available in all modules except Hypotheticals.
Total Annual Return
Displays up to 15 years of performance history for as many as 10 securities in a bar graph. Available in all modules except Hypotheticals.
Standard Deviation Graph
Displays the standard deviation of historical performance to predict the most likely range of returns for a given investment.
Reveals trends in a closed-end fund’s premiums and discounts, which can be selected as either month-end or average annual premium/discount figures.
Return vs. Category Quartiles
Shows how the total return of a single investment matches up to the returns of its category each year for the past 10 years.
Cumulative Excess Return
Illustrates a separate account’s total excess return relative to a benchmark. Display up to five separate accounts using the indexes or Morningstar Category of your choice.