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| | | | Sample Reports | | | | | Defined Contribution Plan Comparison | | Allows in-depth comparisons of two retirement plans, highlighting diversification across asset classes, styles and regions, illustrating performance with risk and return data, and showing both plan and investment-level fees. |
| |  | 391K | |
| | | | | | | | Morningstar Page (Morningstar Fund Analyst Report) | | Highlights the key details about a security’s performance, investment style, portfolio holdings, and operations, all in a concise, single-page format. Features “Morningstar's Take,” which provides qualitative analysis of the fund’s performance, the strategy of its manager(s), and how to use the fund within a portfolio. |
| | | 55K | |
| | | | Target Asset Allocation | | Reviews the completed risk tolerance questionnaire and illustrates the corresponding target asset allocation. |
| | | 60K | |
| | | | 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. |
| | | 80K | |
| | | | Investment Policy Statement | | Summarizes a client’s current situation, stated investment goals and requirements, and the recommended investment strategy. |
| | | 35K | |
| | | | Wealth Report | | Projects the probability of achieving financial goals based on the asset mix and other factors. The Wealth Summary graph provides wealth forecasts at 5%, 50%, and 95% probabilities. |
| | | 108K | |
| | | | Underlying Holdings | | Lists the complete holdings of a mutual fund or other managed investment, ranked by percent of net assets. Shows share amounts for each holding as well as the change from the previous portfolio. |
| | | 76K | |
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