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Benchmark

Can a mutual funds benchmark be found anywhere within morningstar.com/funds ?

Comments

  • On the legacy RIsk & Return page for a fund, you can click on "Compare". The "Benchmark" select box offers choices including Primary and Secondary Prospectus Benchmarks. Those selections will tell you the benchmark values.

    Substitute your fund's ticker in this URL:
    performance.morningstar.com/fund/ratings-risk.action?t=FLPSX
  • I remember now. When I put in VWINX and hover over Secondary Prospectus....it only shows the bond part of the benchmark.
  • Anyone know of a free site that provides Benchmark, M* Category and M* Index on one page view? M* Style box would be a bonus. Port Viz gives 2 of the 3 on one page but not all 3 or 4.
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