Market Assumptions Settings Dialog Box

Market Assumptions which are provided by Morningstar may be viewed, but not edited in this dialog box. To modify the market assumptions, you must create a new set of market assumptions based on one of the predefined sets of Morningstar assumptions.

On the Expected Returns tab, do the following:

  1. Click in the Name field to enter a new name for the assumptions if desired.

  2. For each asset class, enter values for Expected Return, Standard Deviation, Yield, and Total Turnover.

  3. To add an asset class, click Add. A line is added. Click the magnifying glass icon on the new line. The Select Asset Class dialog appears.

  4. To delete an asset class, check the box to the left of the asset class name and click Delete. You can only delete asset classes you have added.

  5. Click in the Asset Name field for any asset class you added to edit its name.

  6. Click the magnifying glass icon next to any asset class you added to select a different asset class or edit the current asset class.

On the Correlations tab, do the following:

  1. Click in any cell to edit a correlation value.

Correlations Test