Where can I find the Mutual Fund Replicator tool?

To use the Mutual Fund/ETF Replicator:

  1. From the Mosaic layout, click the New Window drop down and select Mutual Fund/ETF Replicator; from the Classic layout, click Analytical Tools followed by Mutual Fund/ETF Replicator
  2. Enter the fund or ETF symbol, or click Browse Mutual Funds to search by fund family
  3. Modify the investment amount, if desired
  4. View comparison between returned fund(s) or ETF(s) and the original entered contract.

More information on the Mutual Fund/ETF Replicator can be found in our Users' Guide.

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