Most of America’s investing money sits in funds, yet fund research is where the tools industry gates hardest: Koyfin locks funds behind $209+/mo Advisor tiers, TIKR behind its $119.95 Ultimate, and Morningstar charges $249/yr with little screening attached. Here’s what actually works, at what price.
Fund Reports, included with Ultimate at $79/mo billed annually · full-featured 14-day trial, no card. One click on any of 7,400 ETFs or 20,000 mutual funds produces a seven-to-eight-page, print-ready research report, generated on demand from current data. Page one answers the sorting question fast: the fund’s Morningstar Rating next to Stock Rover’s own Risk and Income Scores (percentile ranks within its peer cohort), yield, expenses, and a plain-English summary of what the fund actually holds and does.
The rest goes where fund research usually stops. The report adapts to the fund: equity funds get holdings, sector and region weights and the style box; bond funds get duration, credit quality, yield to maturity and a bond style box; allocation funds get both sides. The Distributions section separates regular payouts from specials, sets forward yield against TTM, 5-year average and SEC 30-day yields, and runs a distribution growth ladder from 1 to 20 years with streaks. Every report lines the fund up against its 14 closest peers by actual portfolio composition, identifies the best-fit index it really tracks (graded with R-squared and alpha), and runs nine automated Investor Warnings for the risks funds don’t advertise: leverage reset frequency, tiny-fund closure risk, 12b-1 and tax-cost drag, tracking error, premium/discount volatility, top-10 concentration. Sample reports are free to download, and every plan includes reports for a representative fund set.
$249/yr. Star and medalist ratings plus human analyst research: the language the entire fund industry speaks. For fund selection by reputation and rigor, still the reference.
Free (ad-supported). Quick ETF profiles, holdings, flows and comparisons: the fastest zero-dollar answer to “what’s in this ETF?”
From $209/mo. Elegant fund analytics inside the Koyfin terminal experience, if a practice is paying.
Free with an account. Solid fund screeners and Morningstar-lite data pages; decent for occasional lookups.
Whatever tool you pick, run one exercise this week: list your retirement plan’s funds, their expense ratios in dollars, and each one’s 10-year cost vs the category’s cheapest equivalent. In Stock Rover the account-level version is automatic: link your accounts and the Portfolio Performance Report prices every fund you hold in dollars, next to category averages. Done by hand it’s an hour that often finds a four-figure leak.
The fee audit that routinely pays for the subscription.
The 14-day trial is full-featured: generate reports for any of 7,400 ETFs and 20,000 mutual funds, and run the fee audit on your own accounts.
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Disclosure: Stock Rover publishes this page. Pricing verified August 2026. See also: vs Koyfin · all comparisons.
