Hypotheticals & Calculators

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Hypothetical illustrations

Transform statistics into professional graphics and reports easily with the Morningstar*Hypothetical Illustrator:

  • Model products and compare single funds or portfolios across multiple investment universes.
  • Illustrate investment plans based on systematic purchases or withdrawals, fees, taxes, and rebalancing options.
  • Show performance with the ability to incorporate underlying holdings and relevant asset allocation, sector weightings, and style diversification.
  • Analyze and compare portfolios (to competitors or benchmarks) with features such as Portfolio X-Ray, Stock Intersection, and Correlation Matrix.

Call 312-424-4244, ext. 215, for technical assistance.

Launch hypotheticals


Social Security Explorer

Social Security benefits are often one of the least understood—yet one of the most critical factors—in retirement planning. Help clients maximize their benefits using our Social Security calculator and Social Security resources.

System requirements

  • Internet Explorer v6.0 or higher
  • Adobe Acrobat v6.0 or higher

Launch calculator

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*The Principal Investors Fund, Inc., and Principal Funds Distributor do not maintain and are not responsible for the information obtained from the Morningstar Tools website.

Please consult with your compliance department before using illustrations with clients.