What is the Fund Snapshot for ETFs and Mutual Funds?

The Fund Snapshot offers an overview of the fund's top holdings, risk and reward characteristics, performance and Lipper Rating.

While on the Playground, take note of the differences between a Company item, ETF item, and Mutual Fund item.

Company Items


Mutual Funds

Double click on a fund item on your Playground to view the Fund's Snapshot.

In the Fund Snapshot, you can view the top holdings for the fund, the Lipper Rating or analyze the Fund's holdings with the Analyze button at the top.

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