Morningstar U.S. | Portfolio Builder

U.S.A.

Morningstar® Portfolio Builder
Step-by-step system for creating portfolio proposals.

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Sample Reports

Historical Asset Allocation

Demonstrates how a proposed asset allocation would have performed over a long-term period and two shorter-term periods during a bear market.

40K

Mutual Fund Investment Detail™

Highlights key performance, investment style, portfolio, and operations information in a single-page, FINRA-reviewed format.

325K

Portfolio Comparison

Provides a detailed comparison of two portfolios, revealing their respective asset allocations, style breakdowns, and sector exposures, all based on the underlying holdings of each portfolio.

100K

Portfolio Snapshot™

Provides an in-depth synopsis of the client's portfolio with asset class and investment style breakdowns, performance information, and top holdings.

149K

Portfolio X-Ray®

Scans an entire portfolio in a simple one-page report offering a comprehensive picture of the portfolio’s underlying holdings, overall sector exposure, and overall investment style.

57K

Target Asset Allocation Report

Review the completed risk tolerance questionnaire and illustrate the corresponding target asset allocation.

527K