Create & share custom charts of our funds

Hypothetical Tool powered by Morningstar®.


  • Chart fund performance against its index
  • Specify time periods using a slider bar, dropdown menu, or input field
  • Get a snapshot of the fund's category, investment style, trailing total returns, and asset allocation


Select a fund from the list below or click on the asset class:


Alternative | Balanced/HybridEquity | Fixed Income | Global |  International


Absolute Return Fund
Managed Risk Fund
Prudent Bear Fund
Prudent DollarBear Fund
Capital Income Fund
MDT Balanced Fund
Muni and Stock Advantage Fund
Clover Small Value Fund
Clover Value Fund
Emerging Markets Equity Fund
Equity Income Fund, Inc.
InterContinental Fund
International Leaders Fund
International Small-Mid Company Fund
International Strategic Value Dividend Fund
Kaufmann Fund
Kaufmann Large Cap Fund
Kaufmann Small Cap Fund
Max-Cap Index Fund
MDT All Cap Core Fund
MDT Large Cap Growth Fund
MDT Mid Cap Growth Strategies Fund
MDT Small Cap Core Fund
MDT Small Cap Growth Fund
MDT Stock Trust
Mid-Cap Index Fund
Strategic Value Dividend Fund
 Fixed Income
Adjustable Rate Securities Fund
Bond Fund
Emerging Market Debt Fund
Floating Rate Strategic Income Fund
Fund for U.S. Government Securities
Government Income Securities, Inc.
Government Ultrashort Duration Fund
High Income Bond Fund, Inc.
High Yield Trust
Government Income Trust
Institutional High Yield Bond Fund
Intermediate Corporate Bond Fund
Intermediate Municipal Trust
International Bond Fund
Michigan Intermediate Municipal Trust
Mortgage Fund
Municipal High Yield Advantage Fund
Municipal Securities Fund, Inc.
Municipal Ultrashort Fund
New York Municipal Income Fund
Ohio Municipal Income Fund
Pennsylvania Municipal Income Fund
Real Return Bond Fund
Short-Intermediate Total Return Bond Fund
Short-Intermediate Duration Municipal Trust
Short-Term Income Fund
Strategic Income Fund
Total Return Bond Fund
Total Return Government Bond Fund
U.S. Government Securities Fund: 1-3 Years
U.S. Government Securities Fund: 2-5 Years
Ultrashort Bond Fund
Global Allocation Fund
Emerging Market Debt Fund
Emerging Markets Equity Fund
InterContinental Fund
International Bond Fund
International Leaders Fund
International Small-Mid Company Fund
International Strategic Value Dividend Fund

Professionals: Register for More Features

Registered investment professionals and those who create a new profile on our site may also:

  • Do more in-depth analysis
  • Factor in taxes, investments and withdrawals, fees, and reinvestments
  • Generate custom PDF reports for clients