Morningstar® Tools - J.P. Morgan Asset Management

Morningstar® Tools

Hypothetical Illustrations

You can simulate a hypothetical experience of a portfolio over a specific past timeframe using actual performance data for an individual fund or portfolio of funds.

Hypothetical Tool 

Multi-Fund Comparisons

Compare multiple securities in terms of performance, portfolio, operations, and risk data. You can also generate a FINRA-reviewed Multiple Fund Comparison report.

Compare Funds 

Portfolio Analysis

Analyze existing client portfolios based on current available Morningstar® data, or view aggregate statistics for a set of chosen investments.

Analyze portfolio 

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