Investment Comparison Report Settings

To run the Investment Comparison report, do the following:

1. If you want to change the investments displayed on the report, in the Investments section, click Edit. The Find Securities dialog box appears.

2. To change the benchmark, in the Benchmark field, click Find. The Select Benchmark dialog box appears.

3. To change the risk-free rate, in the Risk-free rate field, click Find. The Select Benchmark dialog box appears.

4. To change the currency displayed, click the Currency drop-down.

5. In the Report Content section, All Sections is checked by default. De-select the names of any sections you do not wish to include in the report.

6. Check the Include standardized returns disclosure check box if desired.

7. Check the Include general disclosure check box if desired.

8. Click OK to generate the report.