The table below lists reports available in Morningstar® Portfolio Builder. To view a sample of any report, click on the icon in the first column. Click on the icons in the adjacent columns to view the sample report(s) submitted to FINRA for review and corresponding response letter(s).
The table below lists reports available in Morningstar® Portfolio Builder. To view a sample of any report, click on the icon in the first column. Click on the icons in the adjacent columns to view the sample report(s) submitted to FINRA for review and corresponding response letter(s).
FINRA-reviewed reports are considered as such only when accompanied by the necessary printed FINRA disclosures and a prospectus or equivalent, if appropriate. All reports that are not to be used as supplemental sales literature are clearly labeled “FINRA members: this report is for client reporting and/or internal use only.” Morningstar, Inc. is not a FINRA-member firm.
. To view a sample of any report, click on the icon in the first column. Click on the icons in the adjacent columns to view the sample report(s) submitted to FINRA for review and corresponding response letter(s). 
