Mutual Fund Tools

This page will no longer be available after October 31, 2019.


Millennium Trust is pleased to offer Morningstar® Internet Tools, a new level of service for our self directed IRA and Solo 401(k) 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.

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™.

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:

  • Mutual Fund Name
  • Fund type
  • Ratings and risk
  • Return result for up to 200 funds including a link to Morningstar Fund Profiles
  • Portfolio

Or take a look at this Mutual Fund Guide that contains a list of mutual funds and fund families that can be held in an account with Millennium Trust.

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.