Morningstar^® Managed Portfolios^™

Comprehensive Fund Analysis Made Easy

AlternativeSoft empowers you to take control of your investment research with seamless access to Morningstar® Managed Portfolios™ and over 400,000 mutual funds. Whether you are focused on small-cap growth or regional strategies, AlternativeSoft gives you the tools to make data-driven decisions.

Key Features We Offer for Morningstar® Managed Portfolios™:

In-Depth Fund Insights:
Instantly access the top 10 holdings of any mutual fund, gaining clarity on fund composition at a glance.

Customizable Fund Fact Sheets:
Create and personalize fact sheets on any fund, making it easy to gather essential data for analysis or presentations.

Effortless Peer Grouping:
Simplify your fund comparisons with our easy-to-use peer grouping functionality. Benchmark performance against similar funds to make more informed decisions.

Vast Selection of Funds & Strategies:
Choose from over 400,000 funds, including more than 50 tailored Morningstar® strategies such as small-cap funds, growth funds, and Asia-focused portfolios with assets under management (AUM) exceeding $500 million.