Learn why you made or lost money and understand the outlook for your investments
Our detailed, yet accessible, Analyst Reports take you under the hood of the individual stocks and funds in your portfolio, examining the underlying operations and fund portfolio holdings to assess performance in the current market, including how and why it trailed or beat its peers.
Our analyst research not only offers insights on past performance, but also our take on the future prospects for your funds and stocks. How likely is a firm to weather the current downturn, and even come out ahead? Which funds are poised to pop when the market turns around? Our reports look forward to give you sense of likely outcomes and realistic expectations based on the fundamentals.