Analyze portfolios
- Build, analyze and compare portfolios to see how our investment products can fill gaps and add diversification.
- View a portfolio's sector breakdown, weighting by world regions, credit quality, degree of correlation and risk exposure.
- Generate and save custom reports as PDF files.
Simulate costs
- Discover the difference that low costs can make over the length of the investment.
- Customize initial investment amounts, anticipated annual returns and holding periods.
- Analyze the cost difference between ETFs and mutual funds.
Compare fund details
- View side-by-side comparisons of Vanguard's investment products with those from other fund families.
- Use data from Morningstar, Inc., to compare returns, expenses and more.
- Find a Vanguard investment to fill a gap in your client's portfolio.
Investor questionnaire
- Start a conversation by having your clients answer 11 simple questions.
- Review our sample asset allocation results.
- Have clients take the questionnaire again for different goals.
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