US Fund & Portfolio Research
A clearer view of funds, portfolios and investment costs.
FundMonitor brings fund screening, portfolio allocation analysis, investment-cost research and fixed income analysis into one focused workspace for evaluating US markets.
11
GICS sectors covered
14
Fund profiles in current research set
3
Core asset classes
4
Portfolio analysis tools
Research & Analysis
Tools for evaluating portfolio decisions.
Holdings & Allocation
Review portfolio exposure across asset classes and major market sectors.
View Allocations →Fund Cost Analysis
Measure the long-term effect of expense ratios on portfolio value.
Analyze Fund Costs →Performance Screening
Compare funds using expense ratios, alpha and net return measures.
Screen Funds →Fixed Income Analysis
Evaluate duration-based price sensitivity against changes in yields.
Model Duration →Reference Allocation
Asset allocation overview
Equity — 55%
Fixed Income — 30%
Cash — 15%
Growth Analysis
Portfolio growth analysis
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Enter a starting value, ending value, and holding period to calculate.
Research Perspective
Investment costs can materially change long-term outcomes.
Gross performance only tells part of the story. Expense ratios, advisory costs and transaction-related costs can affect what ultimately remains for an investor. FundMonitor places these factors alongside portfolio and allocation analysis so investment decisions can be evaluated with costs in view.
Our research approach focuses on allocation, cost structure and risk characteristics before drawing conclusions from headline performance.
About FundMonitor →Talk to the research desk.
Questions about a fund, an allocation mix, or a cost stack — the FundMonitor desk is here.