Row Setup Dialog Box

To organize portfolio holdings into groups, do the following:

1. Click the Group Holdings By drop-down and select Morningstar Category, Broad Category Group, US Broad Asset Class, Investment Type, or None.

2. Click Update.

To assign a different benchmark to each group of holdings, do the following:

1. In the Benchmark column, click the magnifying glass icon.

2. The Select Benchmark dialog opens. Locate the benchmark and click OK.

3. Click OK.