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Morningstar® Portfolio X-Ray Morningstar
Illustrate how a particular investment or group of investments can drive the performance of a portfolio with the Morningstar® Portfolio X-Ray. Use this tool to view the aggregate statistics for a set of chosen investments, including asset allocation, regional and sector exposure, investment style, top holdings, and performance.
Key Features:
  • Analyze risk, exposure, and underlying holdings of the offshore mutual funds and hedge funds in a portfolio
  • Help clients make better investment decisions
  • Dig beneath the surface to identify portfolio weaknesses and strengths
  • Obtain a full analysis report in a PDF format
 
Morningstart Xray
Analyze:
  1. Display specific and more detailed information with the Select a View dropdown. The following information can be found within each view:
    • Overview – Displays the portfolio’s aggregate asset allocation, investment style, stock sectors, world regions, stock stats, bond stats, top 10 holdings, and top 10 underlying holdings.
    • Asset Allocation – Shows the asset class breakdown between stocks, bonds, cash, other, and non-classified holdings at the portfolio and individual holdings level.
    • Stock Style – Breaks down the portfolio and individual holdings’ stock style by Morningstar category.
    • Stock Sector – Displays the portfolio and individual holdings’ stock styles by stock sector.
    • World Regions – Presents the exposure within Greater Europe, the Americas, and Greater Asia at the portfolio and individual holdings level.
    • Stock Stats – Displays the price/earnings, price/cashflow, and price/book ratios of the aggregated portfolio and individual holdings.
    • Bond Style – Breaks down the portfolio and individual holdings’ bond style by Morningstar category.
    • Bond Stats – Showcases the effective maturity, modified duration, and average credit quality for the bonds within the portfolio.
    • Performance – Provides the trailing returns data—from 3 months to 5 years—on a portfolio and individual holdings basis.
  2. Choose a benchmark to use as a comparison from the Select a Benchmark dropdown.
  3. Select Holding Details next to a particular section to jump to the detailed page view.
 
DISCOVER WHAT IT'S ALL ABOUT
About Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. Our goal is to offer products that help improve the overall investment experience for anyone using our services—individuals, financial advisors, and institutions. Since Morningstar was founded more than 25 years ago, we’ve continued to evolve and expand our products, and we remain committed to leading the industry in delivering world-class investment research and services to people around the globe.
Our “investors come first” approach to our business has led to a strong reputation for independence and objectivity. We’re also known for innovative contributions to the investment industry, particularly in bringing relevant information to a broad audience. Morningstar data and proprietary analytical tools include the Morningstar Rating™, which brings both performance and risk together into one evaluation, and the Morningstar Style Box™ which provides a visual summary of a fund’s underlying investment style. Both have become important tools for millions of investors and advisors.
Morningstar provides data on more than 370,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 4 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. The company has operations in 26 countries.
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