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Portfolio X-Ray

Portfolio X-Ray is a sophisticated analytical tool that allows 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. And to make your portfolio analysis even easier, Morningstar includes Portfolio X-Ray Interpreter. It provides a plain-English explanation of what the data means and helps you identify areas that might need attention.

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