Steele Mutual Fund Expert with Morningstar
data is available for Mutual Funds/ETFs and
Variable Annuities/Variable Life.
right tool for mutual fund investors
& Comprehensive data on all funds
Find the funds that are best
everything for you or your clients
See the data the way you want
Minimum System Requirements
Apple Mac with Windows installed
with the built-in utility Boot Camp, or after installing Windows using
VMware or Parallels software for running Windows and Mac applications at the
The Mutual Fund
available in 3 editions varying in the amount of data, some features, and price:
Steele Mutual Fund Expert is
also available for Variable Annuities / Variable Life. Supplement retirement with
tax-deferred annuities that permit unlimited contributions.
The databases are made available on our site to our current subscribers by the 4th-5th business day after the end of each month.
Optional backup CDs are shipped around the middle of each month.
If you have any questions, comments or suggestions, please send them to:
Copyright © 2023 Steele Systems, Inc. All rights reserved.