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This site and all the information contained herein is general and/or educational in nature. Individuals should consult an investment advisor before making any investment decisions. By using the site I agree to the applicable terms for Financial Intermediaries, Institutional Investors and Individuals.

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All tools

Fund tools

nSights Portfolio analysis

The Portfolio Strategy Group partners with financial professionals to create a personalized model portfolio review.

Fund compare

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

Portfolio review

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

Municipal bond ladder

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

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.

Scholars Choice college savings planning calculator

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

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 plan state tax & fee comparison calculator

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

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.

More contact info

Financial professionals

Individual investors

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You are on the site for: Financial Professionals and Individual Investors. You can switch to the site for: Institutional Investors or Global Investors