Creating a Holdings Similarity Chart

The Holdings Similarity chart compares the similarity of holdings for a list of investments in matrix format. Up to 15 investments can be selected for comparison.

A Holdings Similarity chart can be created in multiple ways; from the top menu or from the Research, Workspace, or Portfolio Management tabs.

To create the Holdings Similarity chart from the top menu:

1. From the top menu of Morningstar Office, click on New, Charts, Holdings Similarity to open the Select Investments dialog box.

2. Select the method you will use to identify the investments for your chart.

   1. Under Name/Ticker/ISIN/CUSIP/SecId, select the following:

      • Single Investment and enter Investment Name/Ticker/ISIN/CUSIP/SecId into the text box, or

      • Multiple Investments and click OK to access the Find Investments dialogue box.

3. • 1. • Select from Universe or saved Lists or Searches.

        • Select Find by method (Name/Ticker/ISIN/CUSIP/SecId).

        • Enter Investment and click Go.

        Note: Your search can include both Morningstar-tracked securities and user-defined securities.

   1. • Click Search Criteria to enter a complex query to find a group of investments. When you click this option, click the arrow to select the investment universe you will search in. Click OK. The Search dialog box opens.

      • Click My Lists to select items from one of your saved investment lists. When you click this option, click the arrow to select which investment list you want to choose securities from.

3. When you have selected the desired investments, click OK.

4. The selected investments are displayed on the chart.

To create a Holdings Similarity chart from the Research, Workspace, or Portfolio Management tabs:

1. In the left navigation pane, click the Research, Workspace, or Portfolio Management tab.

2. Drill down until you get to the list of investments.

   1. Under Research, select the Universe category, then the universe to open the associated investments.

   2. Under Workspace, go to Investment Lists, My Lists to open the associated investments.

   3. Under Portfolio Management, go to the Securities in Accounts page to view the list of investments.

3. Select up to fifteen items.

4. From the Action menu, point to Charts (Portfolio Graphs in Portfolio Management, Accounts page), then click Holdings Similarity.

5. By default, the matrix is displayed showing the score for the Common Holdings between the compared investments.  To view the Active Share or Similarity scores, click on the Chart button and select an option under the Calculation Method section. You can also choose to compare stock holdings, bond holdings, or both stock and bond holdings.