• 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.
    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.
    A detailed overview of an investment including performance, ratings, risk analysis, portfolio details and manager information.
    A one-page fact sheet that reviews the latest performance, ratings, geographic exposure and portfolio details including the Morningstar Style Box™ and Sector Weightings.
    Displays up to four funds on the same report and provides a side-by-side comparison of performance, ratings, risk.
    Shows beginning and ending balances of each security in the account and factors of contributions to the balance change, grouped by security types.
    A detailed report that combines Morningstar analytics, investment activity and performance of a transactional portfolio.
    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.
  • 1 2