Morningstar Style Box Press Release, Fact Sheet, Research Paper
Morningstar Sectors Press Release, Fact Sheet, Research Paper
The Holdings-Based Style Map chart gives you a view of the holdings-based style of your portfolio(s). You can analyze up to 15 investments for a defined time period. For each investment, you can select a portfolio date, show/hide the ownership zone, show/hide the holdings, and change color.
To create a new Holdings-Based Style Map: on the New menu, point to Charts, and then choose HB Style Map.
To change the Title.
To change each investment's color, show or hide the ownership zone, and show or hide the holdings. Additionally, if you selected Specific for Portfolio Date, you can select a portfolio date for each investment. Edit multiple investments at the same time by selecting the investments, and then changing the appropriate settings.
Morningstar Style Box Press Release, Fact Sheet, Research Paper
Morningstar Sectors Press Release, Fact Sheet, Research Paper