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Morningstar Portfolio X-Ray
The Morningstar Portfolio X-Ray can be accessed from any Watchlist or Transaction portfolio by clicking the Portfolio X-Ray icon in the Portfolio Manager tool bar. Use the Morningstar X-Ray tool to see at a glance how your portfolio is positioned and monitor its asset allocation. The Morningstar X-Ray is made up of a number of data sets and views; it drills down into your portfolio’s funds to display what assets they actually own, presenting you with a comprehensive analysis of your portfolio, including asset allocation, sector weightings, investment style, regional distribution, bond and equity statistics, and potential stock overlap. Morningstar’s X-Ray tool can quickly and easily help you recognise, adjust and monitor your portfolio.