Merrill Edge offers new research experience via launch of Fund Story

Maria Nikolova

Fund Story aims to help self-directed investors more easily evaluate mutual funds and ETFs, including holdings, costs and ratings.

Merrill Edge today introduced Fund Story, which aims to offer a new research experience designed to help self-directed investors more easily evaluate mutual funds and ETFs, including holdings, costs and ratings.

The feature is set to provide investors with a greater understanding of their assets and ultimately assist them in making better investing decisions.

Fund Story allows Merrill Edge’s clients to access a comprehensive overview of what’s held in a fund, including underlying holdings; sector and global exposure; and historical performance. In addition, it enables them to evaluate fund ratings from third-party research providers, including risk ratings that allow clients to understand the level of risk associated with investing in a fund.

Clients can also gain a clear view of the costs of a fund, including fees associated with buying, selling and owning a fund. They are also able to understand how fees are assessed and how they impact returns – including a future value analysis which allows clients to see how fees impact returns over time.

Furthermore, clients can assess whether a fund aligns with their personal values with environment, social, governance (ESG) fund scores from MSCI, a leading provider of investment decision support tools.

In February last year, Merrill Edge introduced a functionality that streamlines and simplifies portfolio analysis and performance review. Merrill Edge’s portfolio story provides clients critical portfolio-monitoring data, education, and insights to help them make more informed investing decisions. The capability builds on Merrill Edge’s streamlined stock research experience, which launched in November 2017 and offers new stock research and analytic capabilities. Through Stock Story, clients have access to jargon-free explanations of the basics of stock research; insights into what may be driving a company’s bottom line and performance; and professional analysis of company stocks.

Read this next

Digital Assets

BlockDAG Presale Raises $9.9M as Batch 5 Nears Sell-Out Amid Bonk’s Fluctuating Trading Volume & Spell’s Bullish Price

Explore BONK’s trading volume, SPELL’s market shifts, and why BlockDAG’s 10,000 ROI makes it an ideal crypto for savvy investors in 2024.

Digital Assets

Cathie Wood’s sponsored Bitcoin ETF sees historic $200 million inflows

The ARK 21Shares Bitcoin ETF (ARKB), co-sponsored by Cathie Wood’s ARK Invest, registered historic inflows exceeding $200 million on Wednesday, signaling a robust appetite among investors for Bitcoin-centric investments.

Digital Assets

Sam Bankman-Fried might see his 25-year sentence halved

Sam Bankman-Fried, the founder of the failed cryptocurrency exchange FTX, was sentenced to 25 years in federal prison by a Manhattan court on Thursday. This comes after he was convicted of defrauding customers and investors, with Judge Lewis Kaplan highlighting the potential future risks posed by Bankman-Fried.

Technical Analysis

EURJPY Technical Analysis Report 28 March, 2024

EURJPY currency pair under the bearish pressure after the pair reversed down from the major resistance level 164.25, which also stopped the sharp weekly uptrend at the end of last year,

Digital Assets

BlockDAG’s Presale Hits $9.9M, MultiversX & MINA Price Predictions Show Green

Read about BlockDAG’s promising $10 prediction and insights on MultiversX Price Prediction as MINA’s potential unfolds.

Digital Assets

Rockstar Co-Founder and All-star Line Up Join Advisory Board to Take Metacade into Post Beta Orbit

Metacade, the revolutionary Web3 gaming platform, prepares to streak out of beta with a slew of ground-breaking initiatives that will redefine the way blockchain games are developed.

Retail FX

Prop firm The Funded Trader shuts down, claims relaunch in April

Prop trading firm The Funded Trader has ceased all operations, with claims for a relaunch in the near future.

Digital Assets

Ethereum-Based Tokenized Real Estate Platform USP Launches On Republic

How This Californian Startup Is Revolutionizing Real Estate Investment through Ethereum-Based Tokenization.

Digital Assets

Sui Spikes in Weekly DEX Volume, Joins Top 10 of All Blockchains

March DEX volume on Sui stands at over $2.88B – up more than 49% from February – with decentralized exchange Cetus and wholesale liquidity layer DeepBook leading.

<