Compare the performance, portfolio statistics, Morningstar Ratings, expenses, and information relevant to taxes for up to four investments from any universe plus a benchmark. The default time period for the report is the common overlap of the investments. In some cases, the most recent data for each investment will be displayed.
The report also contains ETF-specific data. Users not interested in this data can choose not to generate the related pages.
To create a new Multiple Investment Comparison report: on the New menu, point to Reports, and then choose Comparison: Multiple Investments.