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Millennium Trust is pleased to offer Morningstar Internet Tools, a new level of
service for our self directed IRA, Solo 401(k) and FlexHSA Premier clients. Morningstar Internet Tools provide a comprehensive set of
online mutual fund analysis tools and content to help make well-informed decisions when managing the assets in an individual account.
Investment Profile™
Get a quick profile of each fund's ratings, risks and performance, including Top 10
Holdings and more. Enter a mutual fund name or ticker symbol to access an Investment Profile™.
Mutual Fund Screener
Looking for the mutual fund that best fits a specific portfolio? Use the mutual fund screener to navigate through the mutual fund
options available.
Selection criteria include:
- Fund type
- Ratings and Risk
- Return result for up to 200 funds including a link to Morningstar Fund Profiles
- Portfolio
List of Mutual Funds Available
Morningstar Internet Tools will screen and provide investment information and research on the over 8,000 Open End Mutual Funds
available on our investment platform. |
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