Snapshot Report

Morningstar Office's Snapshot Report breaks down the portfolio based on its investment style, performance, asset mix, and risk. Includes a risk/reward scatterplot and an investment activity graph. FINRA-reviewed for use in sales situations. *See Note.

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Composition %

Current Investment Style %

Sector Weightings

Regional Exposure

Trailing Returns

Best/Worst Time Periods

Investment Activity Graph

Top Holdings

Market Maturity

Geometric Avg Capitalization ($Mil)

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 Snapshot report