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™.
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:
- Mutual Fund Name
- Fund type
- Ratings and risk
- Return result for up to 200 funds including a link to Morningstar Fund Profiles
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.