Download a Sample Mutual Fund Report:
T. Rowe Price Blue Chip Growth Fund (TRBCX)
CFRA’s broad-based coverage of mutual funds and ETFs can help you make informed investment recommendations, track individual holdings to maximize returns, and deliver clear insights to your clients.
CFRA takes a balanced approach to developing essential, independent and forward-focused research. In addition to looking at past performance, we also consider factors that could drive the future performance of mutual funds and ETFs. This includes analyzing the quality of and risks associated with stock and bond holdings. CFRA’s research will help you clearly understand how these factors can impact performance over time.
Download a sample mutual fund report on TRBCX to learn more!
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Aggregate key insights, research, and portfolio analysis to provide your client with independent and objective investment and portfolio advice.
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