the finra fund analyzer includes a powerful suite of features designed to allow investors and financial professionals to research and visualize a wide-range of investing scenarios.
The following tools and resources provide additional information on breakpoints, investing in mutual funds and other products, and saving for retirement or college expenses.
Automatically compare fees and analyze information on over 30,000 mutual funds, exchange-traded funds, exchange-traded notes and money market funds. Find market information including stock quotes and information about corporate, municipal, treasury and agency bonds.
finra recognizes that every firm has a unique business model, and, as a result, firm element training methods and content may vary. However, every firm that sells mutual funds or anticipates selling mutual funds should cover the topics discussed in parts i and ii of the outline regardless of the firms particular business model.
The financial industry regulatory authority (finra) fund analyzer offers information and analysis on over 18,000 mutual funds, exchange traded funds (etfs) and exchange traded notes (etns). This tool estimates the value of the funds and impact of fees and expenses on your investment and also allows you the ability to look up.
Washington, dc the financial industry regulatory authority (finra) today launched the fund analyzer, an innovative, easy-to-use online tool to help mutual fund investors make smart investment choices. The fund analyzer combines the capabilities of the two online tools it replaces -.
While a great active share better than zero is needed to provide returns above the benchmark, there is usually no indication a particular level regarding.
Like most investments, 529 education savings plans have fees and expenses that are paid by investors. Because these fees and expenses can vary widely from plan to plan, the financial industry regulatory authority (finra) has developed a tool to help you compare how these fees and expenses can reduce returns.
Since its launch in late 2005, finras mutual fund expense analyzer has received nearly 900,000 visits and been used to analyze nearly 2.
According to finra, using the fund analyzer, investors can search and compare up to three funds at once for fund analysis and information about fees and potential breakpoints (volume discounts.).