Moneyball for mutual funds
Portformer™ is an online financial research tool that helps RIAs save money for their clients by finding low-cost ETF alternatives to mutual fund investments
Compare mutual funds with 1000's of low-cost ETF's
See fee savings by replacing high cost mutual funds
Simple & secure report in minutes
Win new business
The $400 Billion Problem
The vast majority of mutual funds are not earning the fees they charge. Over the next 5 years, we believe these funds will overcharge households, pensions and endowments by over $400 billion in fees!
When funds are charging too much, switching to a portfolio of low cost ETFs can save your clients thousands of dollars a year and even lower their fees by over 50 bps.
#1 Traditional Fund Rating Agencies
#2 Do it yourself
How are high fees being tackled today?
Choose which mutual funds you're interested in. We'll compare them with thousands of competing funds and ETF's.
Get a full report that shows our picks and comparisons—plus estimated portfolio savings if you switch out weak funds.
Instantly see which funds earn the fees they charge you—and which should
be replaced with low-cost equivalents.
"Mind-blowing. I can't believe how much money I was throwing away on high-fee mutual funds."
This product is terrifying. Leave."
Chief Investment Officer
Boston-based mutual fund
50 Milk St, Boston, MA 02109, USA
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