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Everyday’s a fund family reunion at TradingBlock. Search for family members with our Mutual Fund Finder. Conduct background checks using our Mutual Fund-amentals research. And get the latest dirt and prices before you seat them into your portfolio.
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  • Complete fund-amentals
    View current pricing and net asset information along with recent and long-term fund performance. Compare how each fund stacks up against its peers.
  • Lipper Leader rankings
    Check out how each fund ranks among Lipper Leader categories: total return, consistent return, preservation, tax efficiency, and expense.
  • Performance charts
    See how a $10,000 investment in the fund (vs. peer and market indices) would perform within a custom-defined time period. Chart price history up to the past five years.
  • Fund profile details
    Breakdown each fund by its top holdings, it top sectors, and how assets are allocated across different security types. View current fees and expenses, and see how total net assets have fluctuated over the past 10 years.