Summarize an investment's fundamental characteristics in an easy to read one-page PDF report.
To create a new Investment Summary report: on the New menu, point to Reports, and then choose Investment Summary.
Efficiently make cross-universe comparisons or have a consistent look and feel to your fund line-up evaluations with coverage spanning the mutual fund, separate account, variable annuity, closed end funds, and ETF universes.
Delivers the facts with historical return and risk information in easy to read format. This section is composed of three parts. The Trailing Returns Table illustrates the trailing total returns, comparisons versus a benchmark, and the Morningstar Category. The Trailing Return Graph displays historical quarterly performance to evaluate performance consistency. The Risk/Reward Table shows statistics associated with the Morningstar Rating and Modern Portfolio Theory.
4Manager Information and Investment Strategy
Understanding a manager and his strategy is critical in understanding how an investment manages risk, achieves performance and selects investments. This section provides information about the manager(s) of the investment and summarizes the investment�s high-level strategy.
Analyzing holdings leads to greater insight on manager strategy, performance, and level of diversification within an investment. This section evaluates composition, sector and regional breakdown, equity and fixed income style allocation and top holdings.
Critical purchase information is summarized in this section.