The Holdings-Based Style Trail chart gives you a historical view of the movement of a portfolio over time in terms of equity style based on historical portfolios. This helps to clearly define the management of a portfolio over time and determine the consistency of that management. You can analyze the holdings-based style consistency of up to 15 investments over a defined time period.
To create a new Holdings-Based Style Trail chart: on the New menu, point to Charts, and then choose HB Style Trail.
To change the Title, Start date, and End date. You can float either date on a monthly, quarterly, semiannually, or yearly basis and also build lag time into the calculation. See below for some examples of how to create floating data points.
Trailing 3-Month Return Floating
Quarterly Returns Floating on 1 Month Lag
To change each investment's color. Edit multiple investments at the same time by selecting the investments, and then changing the color.
Morningstar Style Box Press Release, Fact Sheet, Research Paper
Morningstar Sectors Press Release, Fact Sheet, Research Paper