# A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
Portfolio Tools

Portfolio tools are designed to assist investors in making informed decisions about asset allocation.

These usually are sophisticated analytical tools that allow you to dissect your portfolio and gain a clear view of your holdings. You can evaluate your overall asset allocation and sector weightings as well as uncover concentrated positions, view the stock holdings behind your mutual funds, measure performance against benchmarks and industry indexes, and stay up-to-date on the latest news and corporate actions relating to your holdings.

While the underlying calculations and methodology are quite sophisticated, Morningstar’s graphical representation of results is easy for even novice investors to understand.

Please feel free to explore any of the portfolio tools Morningstar offers:

 

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