Viewing fund data and reports with the Report Tabs

The Report Tabs allow product ratings, performance data, fees, quarterly comments and other quantitative information to be reviewed within the website for your Selected funds.

Additionally, you can print or export the data into Excel, Word or download Products Profiles in PDF or Word as a merged report. 

Useful Features:

  • Sort the column information in ascending / descending order by clicking on the heading in the table;
  • Export reports to Excel / Word;
  • Create Custom Reports and Schedule to receive this to your inbox via the Product Summary Tab
  • Create Product Groups; or
  • Send the funds to Quantitative Analysis



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