• CCG

Improved Fund Analyzer Tool Available.



FINRA has introduced a new and improved Fund Analyzer tool to help investors and financial professionals better understand the impact of fees and potential discounts on mutual funds, exchange-traded funds, exchange-traded notes and money market funds. The Fund Analyzer’s data feed allows individuals to sort through and compare more than 30,000 products and run a wide variety of investment scenarios. The tool’s enhancements enable users to better calculate how a fund’s fees, expenses and discounts impact the value of a fund over time. Users can also access an expanded Help Library, which contains additional details about the tool’s simple and more advanced functions. FINRA will maintain both the current and new versions of the tool while users get acquainted with the tool's new enhancements and data displays.