Style Research, Morningstar Ally on Fund Comparison Tool
The Peer Insights tool will allow investors to compare similar funds at a more granular level.
Morningstar is providing data on 6,000 US funds and 1,200 UK funds for users to directly compare fund portfolios based on style factors. Users can receive deep, independent insight into portfolios, and compare portfolios and fund managers on a standalone basis or against industry indexes.
"With a variety of proprietary methodologies for presenting analysis of portfolios, meaningful comparison has become overly complex," says Bernie Nelson, president of North America at Style Research, in a
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