Morningstar Direct provides detailed underlying holdings for most investments, enabling you to perform in-depth analysis on bond and equity holdings.

Steps

1. Go to a universe or investment list.

2. Select an investment and click Action. Then choose View and selectHoldings.

3. Holdings Viewer opens in a new window.

4. To view different portfolio dates, use the Portfolio Date drop-down list.

5. To change the data displayed, click Edit Data Points. The data is organized into five lists: All Holdings Data, Basic, Style Analysis, Key Ratios and Growth Rate.

6. Click Create PDF for output.