Quick Snapshot Report

The Quick Snapshot report has all the same data categories as the Snapshot report, but it does not take account transactions into consideration. Return figures and performance graphs for these portfolios go back ten years. FINRA-reviewed for use in sales situations.*

Composition %

Current Investment Style %

Sector Weightings

Regional Exposure

Trailing Returns

Best/Worst Time Periods

Investment Activity Graph

Top Holdings

Market Maturity

Type Weightings

Valuation Multiples

Profitability

Interest Rate Risk

Credit Quality

Fund Statistics

Risk/Reward Scatterplot

Risk and Return Statistics

Performance History Graph

MPT Statistics

 

Note: *Except when the account includes a non-investible security like an index or proxy, or when the benchmark is something other than a standard index (such as a custom benchmark, a stock, a fund, or a subaccount). Money market funds and money market subaccounts that are included in the account must also have a 7-day Yield displayed.

Creating a Quick Snapshot Report