FundVisualizer® is a free advisor-only tool that streamlines your fund research with intuitive controls and powerful features. Use it to evaluate more than 11,000 funds, ETFs, indexes, and custom portfolios from across the industry. There is no requirement to include a Putnam fund when using FundVisualizer.

To begin using the tool, log in with your business email address and click “Compare.”

Enter the fund’s name or ticker and click “Add.” For a fund overview, click the “i” icon. When done, click “Create Comparison.”

When the screen loads, choose from any of the charts displayed to see a comparison of your selected funds. All charts are interactive, enabling you to rearrange the fund display order or to change the representation of various data within the charts.

As you view your charts, save them to your FundVisualizer homepage or add them to the PDF Creator and share directly with your clients.

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