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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
10,000 Open End Mutual Funds
available on our investment platform.
Please Note: The internet tools are the property of
Morningstar which is solely responsible for their content and
performance. Millennium Trust does not recommend any mutual fund
approach to investing.
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