Generate a client-approved hypothetical report on a portfolio of any open- or closed-end fund in the Morningstar universe. Must include one BlackRock fund.
- Define investments to include in a hypothetical illustration and other optional portfolio reports (up to 20 investments may be included).
- Include any open-end, closed-end, or money market funds as well as indices in the Morningstar universe. Must include one - BlackRock fund.
- Search by ticker or name.
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