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Improved Finra Fund Analyzer Lets Investors Assess Full Impact of Fees

November 27, 2017

Improved Finra Fund Analyzer Lets Investors Assess Full Impact of Fees

November 27, 2017 | Rita Raagas De Ramos | Financial Advisor IQ

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Finra has rolled out enhancements to its Fund Analyzer online tool that are expected to help investors and financial advisors compare the fees and discounts – if any – of more than 30,000 mutual funds, ETFs, ETF notes and money market funds, and assess their impact on their overall investments.

A live data feed available in the Fund Analyzer lets advisors sort through and compare investment products and run various investment scenarios. The enhanced tool also lets users calculate how a fund’s fees, expenses and discounts impact the value of a fund over time.

“The enhanced design allows investors to better determine which funds might meet their investing needs at the lowest cost while providing the best value,” Gerri Walsh, Finra’s senior vice president for investor education. “We have also added advanced features that allow the tool to model typical investor behaviors.”

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February 3, 2016

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