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Fund Evaluator Landing

Fund Evaluator

Which funds will rise
to the top for you?

The more you know, the better.Icon

The more you know, the better.

Fund Evaluator shows you easy-to-digest details for any no-load mutual fund or exchange-traded fund (ETF) we offer. There's historical performance and expense ratio, each compared to the category average. Plus the Morningstar rating, and with one click, a lineup of similar funds that might better fit your goals. So you can get information to make the right decision for you. Learn about our methodology.


  • Historical PerformanceIcon

    Historical Performance

    See how a fund’s done, and how a past investment would have fared—including its hypothetical net return (for funds with at least a five-year history).

  • Expense RatioIcon

    Expense Ratio

    Get a fund's annual expense story at a glance: the percentage itself, and how it stacks up against similar funds.

  • Morningstar RatingIcon

    Morningstar Rating

    See what the recognized fund experts think, and if the investment's a standout (either good or bad) in its category.

  • Fund ComparisonIcon

    Fund Comparison

    Line up any fund next to others in its category to quickly spot differences in performance, rating and other benchmarks.

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