To access an Investment Detail report

To view an interactive annotation of this report, click here.

To generate an Investment Detail report, do the following:

1. In the left navigation pane, click Research. The Research area opens.

2. In the left-hand column, click the appropriate universe. The universe's home page opens.

3. Double-click on the universe you want to open. The universe opens.

4. Check the box to the left of the security name for which you want the Investment Detail report.

5. From the Action menu, point to Reports, then click on Investment Detail Report. The PDF report is generated.

or

1. In the left navigation pane, click Research. The Research area opens.

2. In the left-hand column, click the appropriate universe. The universe's home page opens.

3. Double-click on the universe you want to open. The universe opens.

4. Right-click on the fund for which you want the Investment Detail report. A pop-up appears.

5. Point to Reports, then click on Investment Detail Report. The PDF report is generated.