Health Savings Accounts
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Morningstar® Internet Tools
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. 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 our 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 more than 8,000 Open End Mutual Funds available on our investment platform.
Account Access
FlexHSAŽ clients click on FlexHSAŽ PCM.
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