Join Fund Library now and get free access to personalized features to help you manage your investments.

Membership Benefits

Join Fund Library today and start enjoying access to many valuable features. Below is a feature comparison based on you membership level.

Feature Everyone Member Premium Member

Data: We provide a wide array of investment information featuring valuable analytical data.

Included

Included

Included

Newsletter: Stay abreast of the market with highlights from across Fund Library. Includes links to recent articles from our stable of investment experts and the month’s list of Top Performing Funds.

Not Included

Included

Included

Watchlists: Use watchlists to collect and organize investments. Watchlists can be compared side-by-side using analytical tools or converted into portfolio scenarios.

Not Included

Included

(One list only)

Included

(Unlimited lists)

Advanced Search Filtering: Additional search filtering criteria to help you find suitable investments as well as a much larger set of data to review in tabbed search results.

Not Included

Not Included

Included

Fund Comparison: Dedicated fund analysis/comparison tool allows side-by-side using charts and tables.

Not Included

Not Included

Included

Portfolio Scenarios: You can create a portfolio scenario quickly from a list of investments by assigning positions(%) to each investment. You can then review aggregated allocation data etc. You can also compare two portfolios side-by-side.

Not Included

Not Included

Included

Reports: Printable PDF reports are available for many of the features, such as multi-page summary reports on individual funds, Fund comparison reports for groups of funds, portfolio scenario summaries, comparisons.

Not Included

Not Included

Included

Fees: While many features are available free of charge, access to premium features requires selecting one of the premium subscription plans.

Free

Free

Monthly

$20

Annual

$200

Join Fund Library now and get free access to personalized features to help you manage your investments.