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All tools

Fund tools

Fund compare

The Morningstar fund compare tool quickly evaluates different funds against one another.

Fund compare tool
Portfolio review

The Morningstar portfolio review tool compares and analyzes your portfolio holdings.

Portfolio review tool
Municipal bond ladder

Learn how a municipal laddered portfolio may perform in different rate environments.

municipal bond ladder tool

529 planning tools

MI 529 college savings planning calculator

Help create a plan for saving for college with a personalized report based on your custom inputs.

529 education savings calculator
Scholars Choice college savings planning calculator

Help create a plan for saving for college with a personalized report based on your custom inputs.

529 education savings calculator
529 comparison search tool

Find what 529 plan may be right for you. Use this tool to filter and run real-time comparisons against every available 529 plan.

529 College savings plan search
529 plan state tax & fee comparison calculator

See how different state tax & plan fees impact savings over the life of the investment.

529 plan state tax tool
Savings add up calculator

Use this calculator to get a quick estimate of how much you can save for your child’s tuition with the MI 529 Advisor Plan.

529 savings adds up
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The material contained on this website is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or investment strategy and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on an investor’s objectives and circumstances and in consultation with his or her financial professionals.

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