The Mutual Fund Replicator finds an ETF(s) whose performance parallels that of a user-specified mutual fund. Once you enter the mutual fund name or ticker symbol and investment amount, the replicator scans the market and returns the top single and compound ETFs in the recommended quantity (based on the investment amount) whose performance most closely follows that of your submitted mutual fund. The Performance Analysis and Return Comparison panels display performance correlation characteristics including the correlation, tracking error and a comparison of management fees.
Use the Mutual Fund Replicator
1. Open the Mutual Fund Replicator.
2. Enter the fund symbol, or click the looking-glass icon to search using the Mutual Fund Selector.
3. Modify the investment amount, if desired.