The Rolling Yield Chart shows the interest or dividend percentage received from an investment. The line graph shows data for up to 8 investments.
A Rolling Yield Chart can be created in multiple ways; from the top menu or from the Research, Workspace, or Portfolio Management tabs.
To create the Rolling Yield Chart from the top menu:
From the top menu of Morningstar Office, click on New, Charts, Rolling Yield Chart to open the Select Investments dialog box.
Select the method you will use to identify the investments for your chart.
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.
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.
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.
When you have selected the desired investments, click OK.
The selected investments are displayed on the chart.
To create a Rolling Yield Chart from the Research, Workspace, or Portfolio Management tabs:
In the left navigation pane, click the Research, Workspace, or Portfolio Management tab.
Drill down until you get to the list of investments.
Under Research, select the Universe category, then the universe to open the associated investments.
Under Workspace, go to Investment Lists, My Lists to open the associated investments.
Under Portfolio Management, go to the Securities in Accounts page to view the list of investments.
Select up to eight items.
From the Action menu, point to Charts, and click Rolling Yield Chart. The line chart appears showing the investments charted from the earliest held time period. Additional time periods can be displayed from the Time Range drop-down menu.
Select a point on a line on the chart to view the investment name, time period, and the percent of interest or dividends earned during that timeframe.
See Also