The Favorites List is a feature designed to make it easy for you to easily keep track of your go-to funds.
When using the funds research tool, you can select multiple funds at a time to add to an existing favorites list or create a new list.
Search and filter down the funds relevant to your search.The selected funds will stay selected until you clear the filters. This allows you to apply different filters as you add to your selected funds.
How to Create a Favorites List
Navigate to Fund Research
Select the funds you want in your ‘Favorites’
Click ‘Add to Favorites’ in the top right corner of the action bar
Select 'Create New Favorites List' if you want to create a new list
If you want to add to an existing list, search for your existing list by name
Select one or more of the lists where you want to add the fund(s)