Fund Insights Pricing Plans
Get full access to expertly crafted funds from Vanguard, Fidelity, iShares, and American Funds. Stay informed with updated data, interactive scatterplots, and key metrics—designed to help you invest with confidence.
Fund Insights for Vanguard
Coverage includes 200+ Vanguard ETFs and mutual funds in Admiral Shares and Investor Shares classes. Discover a low-cost, diversified approach with Vanguard’s proven strategies. Visualize performance metrics and compare against benchmarks to optimize your investments.
Fund Insights for Fidelity
Coverage includes 280+ Fidelity ETFs and mutual funds. Explore Fidelity’s actively managed funds with a focus on growth and stability. Use scatterplots to analyze risk-return profiles and align with your financial objectives.
Fund Insights for iShares
Coverage includes 440+ iShares ETFs. Dive into iShares’ ETF-driven portfolios for flexibility and broad market exposure. Track key metrics and benchmark comparisons to refine your strategy.
Fund Insights for American Funds
Coverage includes 70+ American Funds ETFs and mutual funds. Leverage American Funds’ long-term investment philosophy. Visualize fund performance and risk metrics to build a portfolio designed for sustained growth.
Each edition includes detailed analytics for each fund in the fund family, plus comparison pages and scatterplots comparing every fund in the family.
Data & Analytics
- Full Analytics for 200+ ETF and Mutual funds: Performance, Risk vs. Return, and Risk Metrics for each individual funds. Analytics include annualized return, risk vs. return ratios, and scatterplots. Covered time periods are 1, 3, 5, 10, 15, and 20 years.
- Full Analytics for all ETFs and Mutual Funds: Explore comprehensive analytics for every ETF and mutual fund, including historical performance, risk assessments, and allocation trends.
Usage License
- Licensed for Professional Adviser and Client Portfolio Use: Professional advisers can use these funds and analytics in client presentations, managed accounts, portfolios, and reports. Licensing ensures compliance with professional standards and legal requirements.
Comparison Tools
- Interactive (Clickable) Risk vs. Return Scatterplots: Visualize the risk and return characteristics of different funds with interactive scatterplots. These allow you to quickly find the low risk, high return funds.
- 20-Year Comparison: Analyze the long-term performance of funds with a 20-year historical comparison. This feature provides context for how different funds perform across various market cycles.
- Downloadable Spreadsheet with Metrics for All Funds: Download comprehensive spreadsheets containing key metrics for all funds. Use this data for further analysis or to customize reports.
- Historical Performance Data: Access historical performance data, allowing you to track past performance of an ETF or mutual funds.
Resources
- Articles + How-to Guides: Access a library of articles and guides that explain investment concepts, portfolio strategies, and how to make the most of RecipeInvesting tools.
- Monthly Video Commentary and Portfolio Highlights: Receive monthly video updates that provide commentary and insights on market trends and portfolio highlights.
