MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
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MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Thursday, February 28, 2002 T. Rowe Expands Relationship with Morningstar In August 2001, T. Rowe Price tapped Morningstar for a 401(k) advice alliance. The Charm City firm already had two pre-existing advice alliances with mPower and Financial Engines for a total of three. Now, T. Rowe is providing its retail clients to Morningstar tools on its website. T. Rowe customers will have access to Portfolio X-Ray. This is a system that is intended to provide investors with an analysis of their portfolios. Clients will also have access to ClearFuture, which is the Morningstar 401(k) service. Portfolio X-Ray analyze the underlying assets of a mutual fund including: a breakdown of asset allocation, stock sector and type, world regions, and fees and expenses. There is also a stock intersection report which provides how much an investor holds in a given stock either throw direct ownership or in mutual funds. T. Rowe clients will also have access to a portfolio tracking tool, which is intended to provide a reference page of financial data on what a of securities as defined by the user. Printed from: MFWire.com/story.asp?s=1962 Copyright 2002, InvestmentWires, Inc. All Rights Reserved |