See the big picture with X-Ray Overview.
Mouse over each section of the sample below to learn how
X-Ray Overview
dissects your portfolio and provides a clear, graphical view of your holdings.
How is your portfolio allocated?
How is your portfolio allocated?
Asset allocation is a fundamental component of portfolio planning. This view shows your portfolio's overall bond, cash, and stock composition so you can quickly see if your asset diversification is as aggressive (more stocks) or as conservative(more bonds and cash) as
you thought.
How is your portfolio allocated?
Morningstar divides stocks into 11 sectors and 3 "super-sectors" —Cyclical, Sensitive, and Defensive—according to their primary business. See how much of your portfolio is invested in each sector and compare your exposure to the S&P 500.
How much are you paying?
If you own mutual funds, a percentage of your
assets are deducted
each year to pay for each fund’s expenses. Keep track of how much you are paying and compare your average expense ratio to similarly-weighted hypothetical portfolios.
What’s your style?
Morningstar's style box is an easy-to-understand
visual representation
of the "investment style" of the stocks and funds in your portfolio. Your portfolio’s style
is determined
by grouping your underlying holdings according to their market capitalization (small, mid-sized, or large company stocks) and growth and
value factors.
What stock types do you own?
Morningstar’s Stock Type narrows down the stock universe into 8 type designations. Understand the risk and diversification level of your portfolio based on your exposure to each stock type and see how your exposure compares to the S&P 500.
Where are you invested?
World Regions looks at the underlying holdings in your portfolio and classifies each holding according to the region where it invests to visually map your overall global exposure.
How does your portfolio stack up?
See how your portfolio compares to the S&P 500 on several key valuation, performance,size, and
return measures.
What are the biggest players in
your portfolio?
At a glance, know which holdings make up the majority of your total investments, see their industry/category, and review their year-to-date performance.
X-Ray Details takes a closer look at the composition of your portfolio holdings.
Click on the tabs of the sample below to learn how.
Is your portfolio too aggressive?
See your portfolio’s overall bond, cash, stock, and foreign compositions to determine if your asset diversification matches your targets and risk tolerance.
Is your investment style right for you?
Get more detail on the percentage of large, mid- size, and small companies
in your portfolio,
and your exposure to value, growth, and core stock styles.
Are you over-exposed or under-exposed to a stock sector?
How much do you hold in healthcare, technology, or financial services? Use the sector breakdown below to review and balance your portfolio across sectors.
What kind of stocks
do you hold?
See your exposure to distressed companies, high-yielders, and cyclical stocks, as well as the growth characteristics of your underlying holdings.
What fundamentals are driving your portfolio?
Get key valuation, size, performance, and return metrics for your portfolio, and quickly see how it stacks up to the market as a whole, as represented by the
S&P 500.
Are you paying
too much?
Compare your mutual funds' expenses to similar funds
to see if your
costs are out
of line.
Is your global exposure mapped to your expectations?
Find out what regions your holdings are invested in and if there are any areas of over- or under-exposure.
Does your fixed-income need a fix?
Discover your exposures to high- and low-quality debt, and short-, intermediate-, and long-term bonds.
Learn more about your portfolio's asset, sector, regional, and style diversification with X-Ray Interpreter.
This tool provides a plain-English explanation of the data behind your portfolio.
See your true individual stock exposure with Stock Intersection.
This tool aggregates stock
holding data
from your mutual funds and your individual equity positions to reveal potential stock overlap
in your portfolio.
