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Best portfolio analysis tools for 2026

Tracking and analyzing your investments can be a complicated and time-consuming task. Between expense ratios, dividend yields, management fees, tax planning, and asset allocation, there can be a lot ...
It's all here: performance tracking, our trusted ratings and data, and clear views of your allocation and risk. Morningstar Investor's portfolio tools help you make investing decisions with confidence ...
Morningstar data supports that warning. Researchers compared actively managed funds, after fees, with a composite of passive ...