The S & P 500 PR is the default benchmark for the charts in Morningstar Office. We recognize that it is not always the most relevant index to compare with items in your chart. You can select another benchmark from a variety of securities, categories, or other indexes.
On the chart screen, click Benchmark. The Select Benchmark dialog opens.
Click the Within arrow to select the type of benchmark you want.
Click the Find By arrow to select the method you are going to use to find the holding (which may include Name, Ticker, or Policy). If searching by name or policy, choose either Begins with or Contains.
In the Find box, enter the name or ticker. Click Go. Matches will appear in the Available Records box.
Highlight the benchmark and click OK. Your new benchmark is selected.