Investment Comparison Report

With the ability to select an investment from any universe, the investment comparison report helps to define differences and similarities with regard to style, performance, and composition.

To create a new Investment Comparison report: on the New menu, point to Reports, and then choose Investment Comparison.

Compare two investments head-to-head to illustrate the merits of your investment.
Identify replacement opportunities by evaluating similarities between two investments.
Evaluate how closely an investment is tracking its benchmark.

Compare investments from any data universe including indexes, imported investments and aggregated investments.
Define the time period for the style and sector analysis.

The equity style and fixed income style compare the style drift of the two investments. Each dot represents the centroid for a given historical portfolio. The centroid is the weighted average of the size/value-growth (or credit/duration for fixed income) scores of the underlying holdings of the portfolio. (Please refer to Morningstar Style Box methodology paper for more detail.) The size of a dot indicates the portfolio date, with the smallest dot representing the earliest portfolio within the time period.

The Sector Delta illustrates the difference of the two investments� exposures to the Morningstar Super Sectors over time. The small triangle in the center of the Delta represents the exposure of a benchmark (Standard & Poor's 500 by default) to the super sectors, and the location of the subject investments' trails are scaled to the benchmark. Users may select a different index or use an aggregated investment as the benchmark for the graphs.

Gives numerical measurement of the investments' equity and fixed income styles. The data table details the style allocation breakdown in each style box grid, and then gives a full set of data points measuring value-growth (duration), and size (credit). The common benchmark for the two investments is displayed for easy comparison.