Using the Finra Fund Analyzer

finra fund analyzer

If you’re looking to make your own investment decisions, you can use the Finra Fund Analyzer to make informed choices. This online tool will provide you with detailed reports about each fund’s cost structure, rate of turnover, Commission rate, and expense ratios. Moreover, this tool can be used to compare various mutual funds. After you’ve selected your preferred fund, the Finra Fund Analyzer will automatically calculate the fees for the various transactions.

Rate of turnover

FINRA’s Fund Analyzer Tool does not guarantee the accuracy or completeness of the data it contains. FINRA is not liable for any damages, including direct, indirect, or consequential, and makes no warranty of the accuracy or completeness of the data. It assumes no responsibility for viruses, bugs, TROJAN HORSES, or other malfunctions in the software. Users are encouraged to periodically review the Terms and Conditions for any changes.

The Fund Analyzer Tool employs proprietary software. FINRA retains all intellectual property rights and worldwide rights in and to the Licensed Marks. By using the Fund Analyzer, users are free to compare costs between various fund types. FINRA’s Fund Analyzer Tool may help investors decide which investment is the best fit. This tool does not make recommendations or trade securities. Rather, it provides information on fees, costs, and performance.


Using the Fund Analyzer Tool is not free. FINRA reserves the rights to all intellectual property and worldwide rights to its Licensed Marks. You must contact FINRA for access to the tool. The FINRA office is located at 1735 K Street NW. The organization will review and approve your request. The costs of using the Fund Analyzer Tool depend on how much time you need to perform your analysis and which type of investment product you plan to use.

The Financial Industry Regulatory Authority (FINRA) has created the Fund Analyzer tool to help investors compare different mutual funds. The tool allows you to compare three different funds side by side, including their fees, estimated returns, and investment period. The fees are also explained on the FINRA website, which provides you with a full report. The article mentioned by Consumer Reports outlines a general fee rule for 401(k) accounts.

Commission rate

The Analyzer assumes that commissions are a one-way charge and not assessed on redemptions. You must enter the commission rate for your particular firm if it’s different. For example, if you sell only, you should enter the commission rate as 2.00%. If you buy and sell frequently, you can enter the rate as 2.0%. However, it’s important to note that if the commission rate changes as your account value does, the Analyzer will not report your investment performance based on your transaction.

Funds charged in this way differ from company to company. In some cases, companies may have multiple share classes and assess charges on each. You should understand the ramifications of each share class before investing. FINRA’s Fund Analyzer helps you make an informed decision. Investing in mutual funds is a lucrative business. But there are a lot of expenses associated with mutual funds. This is why a tool such as Fund Analyzer is so useful.

Expense ratios

The Financial Industry Regulatory Authority (FINRA) fund analyzer lets you compare expense ratios of over 18,000 mutual funds, exchange traded funds, and notes. You can compare expense ratios with industry averages and Morningstar’s 3-Year Star Rating, as well as compare the expenses of similar funds. Besides expense ratios, the Analyzer also displays operating expenses and future value, as well as withdrawals and contributions.

The expense ratio represents the cost of owning the fund. This expense is not based on sales loads or other charges, which are paid by fund investors. Funds also have different expense ratios and fees. An expense ratio is not always indicative of a fund’s performance. Instead, comparing expense ratios of similar funds can help you determine which one meets your objectives. Using a FINRA fund analyzer is a smart way to find out which fund offers the lowest expense ratio.

Mutual fund profile service

The Fund Analyzer by the Financial Industry Regulatory Authority (FINRA) provides access to information about more than 18,000 mutual funds, exchange traded funds, and exchange-traded notes. This tool uses rigorous methodologies to calculate each fund’s total cost of ownership, including fees and taxes. Users can sort the results by name, category, or annual expense ratio. Additionally, users can save a fund to their Favorites list or remove it. The Service includes powerful search filters that allow users to quickly filter through 30,000+ funds.

The Analyzer is easy to use and enables users to filter and compare a variety of mutual funds. The tool also allows users to turn on and off the commission rate and load of a particular fund. Moreover, this tool helps users to compare different funds and learn about the risks and fees that come with investing in each fund. To make your search easier, FINRA offers a summary prospectus for each fund.