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  • Sample Reports
  • Presents a side-by-side comparison of any two funds for quick assessment of similarities and differences. Recommend new investment strategies by illustrating key differences of one fund versus another.
    48K
    A fully customizable report that reviews a client’s current portfolio, risk profile, asset allocation, recommended portfolio and wealth forecast. This report can be generated as a PDF or a Microsoft ® Word document.
    73K
    A detailed overview of an investment including performance, ratings, risk analysis, portfolio details and manager information.
    56K
    A one-page fact sheet that reviews the latest performance, ratings, geographic exposure and portfolio details including the Morningstar Style Box™ and Sector Weightings.
    47K
    Displays up to four funds on the same report and provides a side-by-side comparison of performance, ratings, risk.
    54K
    Shows beginning and ending balances of each security in the account and factors of contributions to the balance change, grouped by security types.
    6K
    A detailed report that combines Morningstar analytics, investment activity and performance of a transactional portfolio.
    54K
    The four-page report contains the analyst’s written opinion on the fund’s strengths and weaknesses. The report contains a forward-looking qualitative rating formed through the analyst’s assessment of Five Pillars – People, Parent, Process, Performance and Price.
    477K
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