This feature within WONDA® provides the opportunity for our clients to view and evaluate mutual funds. Clients will be able to view mutual fund profiles, performance, sector, and holdings data, including change in share holdings information. Preset and customizable filters allow our users to retrieve and analyze funds based on performance, investment objectives, and specific holdings data. Utilizing a unique blend of William O’Neil + Company’s proprietary data and mutual fund data, licensed from Morningstar Inc, WONDA users will have access to critical information on mutual fund performance to support their decision making process.
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