Morningstar Fund Tools
Screening Tools
Quickrank
Find leaders and laggards in our universes.
Fund Quickrank
ISA Fund Quickrank
L&P Fund Quickrank
ETF Quickrank
Inv Trust Quickrank
Equity Quickrank
Fund Screener
Use our powerful, free screening tool to find funds that meet your needs.
Fund Screener
L&P Fund Screener
Inv Trusts Fund Screener

Returns
View best performing indices and categories

Index Returns
Category Returns
IMA Returns
Research Tools
Fund Compare
See how different funds stack up against one another. Now you can compare up to 5 funds.
Morningstar Research Report QuickRank
Browse through a list of all funds with a Morningstar Fund Research Report
Portfolio Tools
Portfolio Manager
Track and analyze your portfolio, using unique Morningstar features such as Portfolio X-Ray® and Stock Intersection.
Instant X-Ray®
Understand your portfolio's basic characteristics at a glance, including its asset allocation, exposure to different investment styles.
Morningstar Widgets
Fund Report
Use the Fund Report widget to display information about a chosen fund on your website or blog.
Morningstar provides investors with a comprehensive set of tools for fund and equity investing. You can start with ranking funds and equities by different parameters such as performance, expense ratios, rating. Then move on to screening by a wide range of criteria such as return, currency, risk and NAV. Comparison of up to 5 funds is also possible - comparing portfolios, risk, return and ratings. Finally, using the Portfolio Management Tool, build you personal investment portfolio to track your investments.
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