An advisor may wish to find similar assets for a variety of reasons such as finding a replacement fund for a model portfolio or an alternative asset when utilizing tax loss harvesting.
To search similar assets, enter the ticker in the search box.
For ETF/MF/SMA, the Asset Class and Fund Category criteria will be pre-selected.
For Stocks, the Sector and Stock Style will be pre-selected.
Add additional criteria to refine the search further.