Select the type of holding you would like to add to your list from the Type drop-down box. (For example, in the mutual fund universe, you can choose from Mutual Fund Universe, Category Averages, and Indexes.)
Choose the method you are going to use to find the holding which may include Name, Ticker, or Policy. If searching by name or policy, choose either Begins with or Contains (min 4). Enter name or ticker in the Find box. Click Go. Matches will appear in the Available Records box.
Highlight the holdings you want in your list and click 
. If you want all the available holdings displayed, click 
.
Click OK. The Save As New List screen will appear.
Enter a list name in the Name box. Click OK. The list is saved and will appear in the universe-specific home page.