Instant X-Ray

Use the Morningstar X-Ray tool to see at a glance how your portfolio is positioned and monitor its asset allocation. X-Ray drills down into your portfolio’s holdings to display what assets they actually own, presenting you with a comprehensive analysis of you portfolio, including asset allocation, sector weightings, investment style, regional distribution, bond and equity statistics, and potential stock overlap. Diversifying your portfolio across asset classes is the key to spreading investment risk and Morningstar’s X-Ray tool can quickly and easily help you recognise, adjust and monitor your portfolio.×
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