Mutual Funds

Functions for this asset type are provided by an AssetView App.
For more detailed information, visit the Mutual Funds App.

  • Apps are customizations that modify, extend, or create additional functionality in AssetView
    Unlike Iphone Apps that generally sit on top of the platform (each a distinct environment), AssetView Apps are transformative, changing the way you interact with AssetView
How AssetView enables investors and advisors to see their unified portfolio across brokerages

Overview

Mutual Fund assets have the same fundamental facilities available to you as Public Equities (e.g. pricing). They are denoted as pooled asset to enable additional segmentation in your portfolio.

Pricing

AssetView provides pricing for all US market public mutual fund assets based on a feed from a third party that is delayed typically less than 30 minutes from real-time, trading day hours pricing.